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
1576
$1.09K ﹤0.01%
+20
1577
$1.09K ﹤0.01%
+11
1578
$1.09K ﹤0.01%
+32
1579
$1.05K ﹤0.01%
+10
1580
$1.04K ﹤0.01%
6
1581
$1.03K ﹤0.01%
1,289
1582
$1.02K ﹤0.01%
+123
1583
$1.02K ﹤0.01%
25
1584
$1.01K ﹤0.01%
84
1585
$1.01K ﹤0.01%
+25
1586
$1K ﹤0.01%
41
1587
$989 ﹤0.01%
10
1588
$979 ﹤0.01%
14
-9
1589
$975 ﹤0.01%
41
1590
$973 ﹤0.01%
13
1591
$972 ﹤0.01%
18
1592
$965 ﹤0.01%
+35
1593
$962 ﹤0.01%
11
1594
$961 ﹤0.01%
+27
1595
$961 ﹤0.01%
+4
1596
$959 ﹤0.01%
+20
1597
$958 ﹤0.01%
37
1598
$958 ﹤0.01%
+14
1599
$950 ﹤0.01%
13
1600
$949 ﹤0.01%
24
62 63
64
65 66