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
1576
$2.27K ﹤0.01%
145
1577
$2.25K ﹤0.01%
3,000
1578
$2.23K ﹤0.01%
10
1579
$2.23K ﹤0.01%
88
1580
$2.21K ﹤0.01%
32
1581
$2.21K ﹤0.01%
49
+37
1582
$2.2K ﹤0.01%
1,015
1583
$2.17K ﹤0.01%
+25
1584
$2.17K ﹤0.01%
128
-444
1585
$2.16K ﹤0.01%
400
1586
$2.15K ﹤0.01%
50
1587
$2.15K ﹤0.01%
110
1588
$2.1K ﹤0.01%
27
1589
$2.08K ﹤0.01%
232
1590
$2.07K ﹤0.01%
25
-107
1591
$2.06K ﹤0.01%
72
1592
$2.06K ﹤0.01%
9
1593
$2.03K ﹤0.01%
47
1594
$2.03K ﹤0.01%
56
-10
1595
$2.01K ﹤0.01%
+25
1596
$2.01K ﹤0.01%
200
-250
1597
$2K ﹤0.01%
63
+33
1598
$1.99K ﹤0.01%
53
-90
1599
$1.98K ﹤0.01%
355
1600
$1.96K ﹤0.01%
50
62 63
64
65 66