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
1551
$2.68K ﹤0.01%
100
1552
$2.67K ﹤0.01%
400
1553
$2.67K ﹤0.01%
21
-1,037
1554
$2.64K ﹤0.01%
59
+1
1555
$2.63K ﹤0.01%
247
1556
$2.63K ﹤0.01%
1,000
1557
$2.62K ﹤0.01%
30
1558
$2.62K ﹤0.01%
20
-189
1559
$2.62K ﹤0.01%
46
1560
$2.57K ﹤0.01%
49
1561
$2.57K ﹤0.01%
34
-4,309
1562
$2.56K ﹤0.01%
37
-595
1563
$2.55K ﹤0.01%
85
1564
$2.52K ﹤0.01%
100
1565
$2.5K ﹤0.01%
69
1566
$2.48K ﹤0.01%
41
1567
$2.43K ﹤0.01%
137
1568
$2.4K ﹤0.01%
18
1569
$2.4K ﹤0.01%
715
1570
$2.38K ﹤0.01%
111
1571
$2.38K ﹤0.01%
+60
1572
$2.37K ﹤0.01%
950
1573
$2.35K ﹤0.01%
+80
1574
$2.31K ﹤0.01%
140
1575
$2.27K ﹤0.01%
9
61 62
63
64 65