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
1576
$1.09K ﹤0.01%
127
1577
$1.09K ﹤0.01%
+11
1578
$1.09K ﹤0.01%
+20
1579
$1.09K ﹤0.01%
+32
1580
$1.05K ﹤0.01%
+10
1581
$1.04K ﹤0.01%
6
1582
$1.03K ﹤0.01%
1,289
1583
$1.02K ﹤0.01%
+123
1584
$1.02K ﹤0.01%
25
1585
$1.01K ﹤0.01%
84
1586
$1.01K ﹤0.01%
+25
1587
$1K ﹤0.01%
41
1588
$989 ﹤0.01%
10
1589
$979 ﹤0.01%
14
-9
1590
$975 ﹤0.01%
408
1591
$973 ﹤0.01%
13
1592
$972 ﹤0.01%
18
1593
$965 ﹤0.01%
+35
1594
$962 ﹤0.01%
11
1595
$961 ﹤0.01%
+4
1596
$961 ﹤0.01%
+27
1597
$959 ﹤0.01%
+20
1598
$958 ﹤0.01%
37
1599
$958 ﹤0.01%
+14
1600
$950 ﹤0.01%
13
62 63
64
65 66