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
1451
$4.81K ﹤0.01%
505
1452
$4.8K ﹤0.01%
51
1453
$4.79K ﹤0.01%
200
-16
1454
$4.72K ﹤0.01%
43
1455
$4.7K ﹤0.01%
80
1456
$4.69K ﹤0.01%
113
1457
$4.68K ﹤0.01%
9
+3
1458
$4.67K ﹤0.01%
+100
1459
$4.63K ﹤0.01%
306
+9
1460
$4.62K ﹤0.01%
3,399
-7
1461
$4.61K ﹤0.01%
+88
1462
$4.61K ﹤0.01%
1,000
1463
$4.6K ﹤0.01%
219
-13,403
1464
$4.58K ﹤0.01%
147
1465
$4.56K ﹤0.01%
160
1466
$4.55K ﹤0.01%
180
1467
$4.45K ﹤0.01%
26
1468
$4.45K ﹤0.01%
194
-766
1469
$4.44K ﹤0.01%
112
1470
$4.4K ﹤0.01%
80
1471
$4.39K ﹤0.01%
23
-13
1472
$4.38K ﹤0.01%
500
1473
$4.37K ﹤0.01%
+1,300
1474
$4.34K ﹤0.01%
187
1475
$4.34K ﹤0.01%
+85
57 58
59
60 61