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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Top Sells

1
+$1.64M
2
+$680K
3
+$539K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$489K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$399K

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
$1.29K ﹤0.01%
24
-130
1552
$1.28K ﹤0.01%
294
1553
$1.27K ﹤0.01%
+20
1554
$1.26K ﹤0.01%
38
1555
$1.25K ﹤0.01%
45
1556
$1.24K ﹤0.01%
+10
1557
$1.22K ﹤0.01%
+44
1558
$1.22K ﹤0.01%
27
1559
$1.21K ﹤0.01%
30
-4
1560
$1.21K ﹤0.01%
+5
1561
$1.21K ﹤0.01%
+19
1562
$1.21K ﹤0.01%
+12
1563
$1.21K ﹤0.01%
1,015
1564
$1.19K ﹤0.01%
102
1565
$1.18K ﹤0.01%
+17
1566
$1.17K ﹤0.01%
+34
1567
$1.17K ﹤0.01%
123
1568
$1.16K ﹤0.01%
14
1569
$1.16K ﹤0.01%
38
1570
$1.15K ﹤0.01%
70
1571
$1.13K ﹤0.01%
+37
1572
$1.13K ﹤0.01%
+18
1573
$1.13K ﹤0.01%
43
1574
$1.13K ﹤0.01%
+38
1575
$1.11K ﹤0.01%
18
61 62
63
64 65