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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Top Sells

1
+$1.64M
2
+$680K
3
+$539K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$489K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$399K

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$2.32K ﹤0.01%
49
1452
$2.32K ﹤0.01%
75
+12
1453
$2.31K ﹤0.01%
+151
1454
$2.31K ﹤0.01%
+355
1455
$2.31K ﹤0.01%
53
+1
1456
$2.3K ﹤0.01%
+29
1457
$2.27K ﹤0.01%
7
1458
$2.27K ﹤0.01%
+35
1459
$2.26K ﹤0.01%
35
+4
1460
$2.24K ﹤0.01%
+60
1461
$2.23K ﹤0.01%
+32
1462
$2.23K ﹤0.01%
21
-3
1463
$2.21K ﹤0.01%
+13
1464
$2.19K ﹤0.01%
277,300
1465
$2.19K ﹤0.01%
88
1466
$2.18K ﹤0.01%
200
1467
$2.17K ﹤0.01%
+17
1468
$2.16K ﹤0.01%
212
1469
$2.16K ﹤0.01%
143
-40
1470
$2.14K ﹤0.01%
36
1471
$2.13K ﹤0.01%
+39
1472
$2.13K ﹤0.01%
+29
1473
$2.13K ﹤0.01%
+133
1474
$2.12K ﹤0.01%
+27
1475
$2.11K ﹤0.01%
+35
57 58
59
60 61