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
1551
$1.92K ﹤0.01%
600
1552
$1.89K ﹤0.01%
70
1553
$1.89K ﹤0.01%
22
1554
$1.83K ﹤0.01%
9
1555
$1.79K ﹤0.01%
38
1556
$1.79K ﹤0.01%
10
1557
$1.79K ﹤0.01%
58
1558
$1.79K ﹤0.01%
38
1559
$1.79K ﹤0.01%
52
+1
1560
$1.79K ﹤0.01%
8
1561
$1.78K ﹤0.01%
12
1562
$1.76K ﹤0.01%
2,540
-1,000
1563
$1.74K ﹤0.01%
92
+2
1564
$1.72K ﹤0.01%
47
-86
1565
$1.71K ﹤0.01%
20
1566
$1.69K ﹤0.01%
132
1567
$1.69K ﹤0.01%
33
1568
$1.67K ﹤0.01%
21
1569
$1.63K ﹤0.01%
799
+1
1570
$1.61K ﹤0.01%
14
1571
$1.61K ﹤0.01%
600
1572
$1.61K ﹤0.01%
38
1573
$1.6K ﹤0.01%
34
1574
$1.55K ﹤0.01%
9
1575
$1.54K ﹤0.01%
50
61 62
63
64 65