SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.6M
AUM Growth
+$5.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$391K
3
+$383K
4
IBM icon
IBM
IBM
+$356K
5
MKL icon
Markel Group
MKL
+$352K

Top Sells

1
+$144M
2
+$6.32M
3
+$1.92M
4
RICE
Rice Energy Inc.
RICE
+$304K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$285K

Sector Composition

1 Financials 35.33%
2 Energy 11.64%
3 Industrials 8.22%
4 Technology 7.32%
5 Consumer Staples 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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129
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130
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131
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132
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-20
133
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134
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135
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-9,000
136
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137
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-1,972
2 3 4 5
6