SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.71M
3
+$3.91M
4
VZ icon
Verizon
VZ
+$2M
5
MMM icon
3M
MMM
+$1.75M

Top Sells

1
+$1.71M
2
+$728K
3
+$564K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$504K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$416K

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
$1.28K ﹤0.01%
29
1552
$1.27K ﹤0.01%
+20
1553
$1.26K ﹤0.01%
38
1554
$1.25K ﹤0.01%
45
1555
$1.24K ﹤0.01%
+10
1556
$1.22K ﹤0.01%
+44
1557
$1.22K ﹤0.01%
27
1558
$1.21K ﹤0.01%
+5
1559
$1.21K ﹤0.01%
30
-4
1560
$1.21K ﹤0.01%
+19
1561
$1.21K ﹤0.01%
+12
1562
$1.21K ﹤0.01%
1,015
1563
$1.19K ﹤0.01%
105
1564
$1.18K ﹤0.01%
+17
1565
$1.17K ﹤0.01%
+34
1566
$1.17K ﹤0.01%
123
1567
$1.16K ﹤0.01%
14
1568
$1.16K ﹤0.01%
38
1569
$1.15K ﹤0.01%
70
1570
$1.13K ﹤0.01%
+37
1571
$1.13K ﹤0.01%
+18
1572
$1.13K ﹤0.01%
+38
1573
$1.13K ﹤0.01%
43
1574
$1.11K ﹤0.01%
18
1575
$1.09K ﹤0.01%
127
61 62
63
64 65