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
$67.3M
AUM Growth
-$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$6.26M
2 +$1.68M
3 +$779K
4
BAC icon
Bank of America
BAC
+$569K
5
RICE
Rice Energy Inc.
RICE
+$304K

Top Sells

1 +$3.23M
2 +$853K
3 +$758K
4
C icon
Citigroup
C
+$499K
5
TWTR
Twitter, Inc.
TWTR
+$468K

Sector Composition

1 Energy 22.33%
2 Financials 21.57%
3 Industrials 8.75%
4 Technology 8.19%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,060
127
-10,000
128
-12,000
129
-52,925
130
-10,204