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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.64M
3 +$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1651
$518 ﹤0.01%
4
1652
$508 ﹤0.01%
14
1653
$505 ﹤0.01%
1
1654
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-9
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$484 ﹤0.01%
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5
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$437 ﹤0.01%
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10
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$398 ﹤0.01%
4
1662
$391 ﹤0.01%
25
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1665
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100
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$375 ﹤0.01%
500
1667
$360 ﹤0.01%
2
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4
1672
$324 ﹤0.01%
4
1673
$323 ﹤0.01%
+4
1674
$320 ﹤0.01%
14
1675
$316 ﹤0.01%
20