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
1476
$3.13K ﹤0.01%
81
1477
$3.1K ﹤0.01%
129
1478
$3.03K ﹤0.01%
34
1479
$3K ﹤0.01%
1,396
1480
$2.98K ﹤0.01%
49
-103
1481
$2.97K ﹤0.01%
296
1482
$2.96K ﹤0.01%
134
1483
$2.93K ﹤0.01%
100
1484
$2.92K ﹤0.01%
33
+1
1485
$2.91K ﹤0.01%
123
1486
$2.87K ﹤0.01%
75
1487
$2.86K ﹤0.01%
200
-300
1488
$2.86K ﹤0.01%
32
1489
$2.85K ﹤0.01%
30
1490
$2.81K ﹤0.01%
29
1491
$2.79K ﹤0.01%
400
1492
$2.79K ﹤0.01%
54
1493
$2.75K ﹤0.01%
5
-4
1494
$2.74K ﹤0.01%
21
1495
$2.73K ﹤0.01%
68
+1
1496
$2.71K ﹤0.01%
104
1497
$2.71K ﹤0.01%
565
1498
$2.7K ﹤0.01%
49
1499
$2.69K ﹤0.01%
300
1500
$2.68K ﹤0.01%
35
58 59
60
61 62