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
1476
$4.27K ﹤0.01%
32
1477
$4.26K ﹤0.01%
57
-76
1478
$4.25K ﹤0.01%
24
-24
1479
$4.25K ﹤0.01%
123
1480
$4.23K ﹤0.01%
252
1481
$4.21K ﹤0.01%
45
+1
1482
$4.21K ﹤0.01%
44
-753
1483
$4.21K ﹤0.01%
202
-430
1484
$4.18K ﹤0.01%
198
+1
1485
$4.17K ﹤0.01%
345
1486
$4.14K ﹤0.01%
20
1487
$4.11K ﹤0.01%
22
1488
$4.05K ﹤0.01%
24
-25
1489
$4.03K ﹤0.01%
+91
1490
$4.03K ﹤0.01%
343
1491
$4.01K ﹤0.01%
40
1492
$4.01K ﹤0.01%
92
1493
$4K ﹤0.01%
+205
1494
$3.95K ﹤0.01%
149
-14
1495
$3.94K ﹤0.01%
55
+1
1496
$3.89K ﹤0.01%
184
1497
$3.89K ﹤0.01%
100
1498
$3.85K ﹤0.01%
109
1499
$3.8K ﹤0.01%
+60
1500
$3.79K ﹤0.01%
+121
58 59
60
61 62