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
1526
$2.32K ﹤0.01%
27
1527
$2.3K ﹤0.01%
158
+2
1528
$2.28K ﹤0.01%
13
1529
$2.27K ﹤0.01%
355
1530
$2.26K ﹤0.01%
35
1531
$2.25K ﹤0.01%
137
+1
1532
$2.25K ﹤0.01%
100
1533
$2.24K ﹤0.01%
88
1534
$2.23K ﹤0.01%
110
1535
$2.23K ﹤0.01%
8
1536
$2.23K ﹤0.01%
77
1537
$2.2K ﹤0.01%
35
+14
1538
$2.2K ﹤0.01%
80
1539
$2.18K ﹤0.01%
140
1540
$2.17K ﹤0.01%
100
1541
$2.15K ﹤0.01%
400
1542
$2.14K ﹤0.01%
17
-8
1543
$2.1K ﹤0.01%
32
1544
$2.1K ﹤0.01%
95
1545
$2.08K ﹤0.01%
18
1546
$2.06K ﹤0.01%
32
1547
$2.06K ﹤0.01%
7
1548
$2.02K ﹤0.01%
+100
1549
$2K ﹤0.01%
+41
1550
$1.96K ﹤0.01%
16
60 61
62
63 64