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
1576
$1.54K ﹤0.01%
25
1577
$1.52K ﹤0.01%
50
1578
$1.48K ﹤0.01%
200
1579
$1.47K ﹤0.01%
29
1580
$1.45K ﹤0.01%
40
1581
$1.44K ﹤0.01%
101
-140
1582
$1.44K ﹤0.01%
+128
1583
$1.42K ﹤0.01%
64
1584
$1.41K ﹤0.01%
16
-212
1585
$1.4K ﹤0.01%
14
1586
$1.38K ﹤0.01%
77
1587
$1.36K ﹤0.01%
17
1588
$1.35K ﹤0.01%
24
1589
$1.35K ﹤0.01%
69
1590
$1.33K ﹤0.01%
50
1591
$1.31K ﹤0.01%
14
1592
$1.28K ﹤0.01%
9
1593
$1.27K ﹤0.01%
38
1594
$1.27K ﹤0.01%
43
1595
$1.21K ﹤0.01%
63
1596
$1.17K ﹤0.01%
11
1597
$1.16K ﹤0.01%
100
1598
$1.16K ﹤0.01%
23
1599
$1.16K ﹤0.01%
3
1600
$1.14K ﹤0.01%
277,300
62 63
64
65 66