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
1501
$3.79K ﹤0.01%
56
1502
$3.77K ﹤0.01%
100
1503
$3.75K ﹤0.01%
+121
1504
$3.74K ﹤0.01%
95
1505
$3.73K ﹤0.01%
28
1506
$3.7K ﹤0.01%
53
1507
$3.69K ﹤0.01%
17
1508
$3.67K ﹤0.01%
120
1509
$3.64K ﹤0.01%
35
1510
$3.64K ﹤0.01%
23
1511
$3.62K ﹤0.01%
100
1512
$3.57K ﹤0.01%
28
1513
$3.57K ﹤0.01%
52
1514
$3.54K ﹤0.01%
15
1515
$3.52K ﹤0.01%
+244
1516
$3.52K ﹤0.01%
+126
1517
$3.52K ﹤0.01%
+11
1518
$3.51K ﹤0.01%
35
1519
$3.49K ﹤0.01%
100
1520
$3.47K ﹤0.01%
73
1521
$3.44K ﹤0.01%
167
-29,866
1522
$3.41K ﹤0.01%
65
+1
1523
$3.3K ﹤0.01%
117
1524
$3.29K ﹤0.01%
1,396
1525
$3.28K ﹤0.01%
55
+1
59 60
61
62 63