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
1626
$1.57K ﹤0.01%
200
1627
$1.56K ﹤0.01%
45
1628
$1.54K ﹤0.01%
8
1629
$1.53K ﹤0.01%
50
1630
$1.52K ﹤0.01%
25
1631
$1.51K ﹤0.01%
17
1632
$1.44K ﹤0.01%
23
1633
$1.43K ﹤0.01%
10
-18
1634
$1.42K ﹤0.01%
23
-1
1635
$1.42K ﹤0.01%
12
1636
$1.41K ﹤0.01%
+2
1637
$1.39K ﹤0.01%
77
1638
$1.33K ﹤0.01%
11
1639
$1.29K ﹤0.01%
42
+16
1640
$1.28K ﹤0.01%
37
1641
$1.28K ﹤0.01%
40
1642
$1.28K ﹤0.01%
10
1643
$1.27K ﹤0.01%
26
+12
1644
$1.26K ﹤0.01%
13
1645
$1.26K ﹤0.01%
9
1646
$1.25K ﹤0.01%
8
-31
1647
$1.25K ﹤0.01%
43
1648
$1.22K ﹤0.01%
40
1649
$1.21K ﹤0.01%
21
1650
$1.21K ﹤0.01%
2
64 65
66
67 68