SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$1.96K ﹤0.01%
23
1602
$1.96K ﹤0.01%
26
1603
$1.94K ﹤0.01%
195
-26
1604
$1.94K ﹤0.01%
95
1605
$1.92K ﹤0.01%
22
1606
$1.89K ﹤0.01%
+60
1607
$1.88K ﹤0.01%
38
1608
$1.84K ﹤0.01%
132
1609
$1.84K ﹤0.01%
75
-3,576
1610
$1.83K ﹤0.01%
14
1611
$1.83K ﹤0.01%
70
1612
$1.8K ﹤0.01%
+31
1613
$1.8K ﹤0.01%
+35
1614
$1.76K ﹤0.01%
50
-36
1615
$1.74K ﹤0.01%
31
-7
1616
$1.74K ﹤0.01%
16
1617
$1.74K ﹤0.01%
101
1618
$1.7K ﹤0.01%
14
1619
$1.7K ﹤0.01%
+28
1620
$1.68K ﹤0.01%
36
1621
$1.67K ﹤0.01%
64
1622
$1.62K ﹤0.01%
600
1623
$1.62K ﹤0.01%
433
1624
$1.61K ﹤0.01%
34
1625
$1.6K ﹤0.01%
105
+1
63 64
65
66 67