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
1626
$865 ﹤0.01%
75
1627
$837 ﹤0.01%
48
1628
$829 ﹤0.01%
100
1629
$810 ﹤0.01%
80
1630
$793 ﹤0.01%
30
1631
$793 ﹤0.01%
19
1632
$755 ﹤0.01%
7
1633
$754 ﹤0.01%
99
1634
$738 ﹤0.01%
53
1635
$736 ﹤0.01%
50
1636
$729 ﹤0.01%
32
1637
$728 ﹤0.01%
5
1638
$713 ﹤0.01%
17
1639
$692 ﹤0.01%
200
1640
$689 ﹤0.01%
25
1641
$686 ﹤0.01%
25
1642
$680 ﹤0.01%
25
1643
$637 ﹤0.01%
18
1644
$633 ﹤0.01%
179
1645
$615 ﹤0.01%
+40
1646
$614 ﹤0.01%
133
1647
$612 ﹤0.01%
5
1648
$609 ﹤0.01%
5
-1
1649
$597 ﹤0.01%
30
1650
$567 ﹤0.01%
42