SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,962
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$12.7M
3
+$6.44M
4
TSLA icon
Tesla
TSLA
+$6.06M
5
KO icon
Coca-Cola
KO
+$4.76M

Top Sells

1
+$4.67M
2
+$4.46M
3
+$4.31M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.1M
5
C icon
Citigroup
C
+$3.68M

Sector Composition

1 Technology 15.82%
2 Energy 10.82%
3 Consumer Discretionary 5.4%
4 Financials 5.31%
5 Healthcare 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1426
$5.27K ﹤0.01%
60
1427
$5.25K ﹤0.01%
203
1428
$5.2K ﹤0.01%
245
-50
1429
$5.19K ﹤0.01%
68
1430
$5.15K ﹤0.01%
103
1431
$5.11K ﹤0.01%
89
1432
$5.1K ﹤0.01%
300
1433
$5.09K ﹤0.01%
+198
1434
$5.08K ﹤0.01%
512
-5
1435
$5.07K ﹤0.01%
1,416
+2
1436
$5.06K ﹤0.01%
98
1437
$5.06K ﹤0.01%
112
-88
1438
$5.04K ﹤0.01%
29
1439
$5.02K ﹤0.01%
294
1440
$5.01K ﹤0.01%
28
-44
1441
$5K ﹤0.01%
21
1442
$5K ﹤0.01%
159
1443
$4.99K ﹤0.01%
98
1444
$4.95K ﹤0.01%
84
1445
$4.95K ﹤0.01%
+184
1446
$4.94K ﹤0.01%
29
1447
$4.94K ﹤0.01%
1,038
1448
$4.92K ﹤0.01%
1,275
-1,200
1449
$4.92K ﹤0.01%
24
1450
$4.88K ﹤0.01%
102
-37
56 57
58
59 60