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
$978M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.72M
3
+$3.66M
4
XOM icon
Exxon Mobil
XOM
+$3.15M
5
AMD icon
Advanced Micro Devices
AMD
+$2.24M

Top Sells

1
+$2.02M
2
+$692K
3
+$677K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$577K
5
EIS icon
iShares MSCI Israel ETF
EIS
+$564K

Sector Composition

1 Technology 14.66%
2 Energy 5.99%
3 Industrials 5.77%
4 Financials 5.64%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$3.63K ﹤0.01%
23
1452
$3.61K ﹤0.01%
184
1453
$3.6K ﹤0.01%
73
1454
$3.59K ﹤0.01%
376
+41
1455
$3.54K ﹤0.01%
120
1456
$3.53K ﹤0.01%
96
1457
$3.47K ﹤0.01%
28
-51
1458
$3.46K ﹤0.01%
112
1459
$3.44K ﹤0.01%
212
1460
$3.44K ﹤0.01%
42
1461
$3.44K ﹤0.01%
53
1462
$3.43K ﹤0.01%
29
1463
$3.43K ﹤0.01%
56
1464
$3.43K ﹤0.01%
280
1465
$3.42K ﹤0.01%
64
-154
1466
$3.31K ﹤0.01%
24
-82
1467
$3.28K ﹤0.01%
86
1468
$3.25K ﹤0.01%
+115
1469
$3.24K ﹤0.01%
123
1470
$3.2K ﹤0.01%
117
1471
$3.19K ﹤0.01%
11
1472
$3.17K ﹤0.01%
120
1473
$3.16K ﹤0.01%
50
1474
$3.15K ﹤0.01%
134
-60
1475
$3.14K ﹤0.01%
43
57 58
59
60 61