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
1526
$3.18K ﹤0.01%
134
1527
$3.17K ﹤0.01%
17
-52
1528
$3.13K ﹤0.01%
500
1529
$3.12K ﹤0.01%
+150
1530
$3.1K ﹤0.01%
350
1531
$3.09K ﹤0.01%
297
1532
$3.09K ﹤0.01%
44
1533
$3.07K ﹤0.01%
20
1534
$3.06K ﹤0.01%
110
-8
1535
$3.06K ﹤0.01%
37
-8
1536
$3.04K ﹤0.01%
300
1537
$3.03K ﹤0.01%
+600
1538
$3K ﹤0.01%
+115
1539
$2.97K ﹤0.01%
129
1540
$2.96K ﹤0.01%
134
1541
$2.93K ﹤0.01%
49
1542
$2.89K ﹤0.01%
35
1543
$2.89K ﹤0.01%
296
1544
$2.85K ﹤0.01%
17
1545
$2.85K ﹤0.01%
950
+350
1546
$2.83K ﹤0.01%
33
-12
1547
$2.8K ﹤0.01%
54
1548
$2.79K ﹤0.01%
38
1549
$2.73K ﹤0.01%
60
1550
$2.68K ﹤0.01%
8
60 61
62
63 64