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
1651
$566 ﹤0.01%
1,015
1652
$559 ﹤0.01%
12
1653
$556 ﹤0.01%
50
1654
$549 ﹤0.01%
23
1655
$548 ﹤0.01%
8
1656
$528 ﹤0.01%
14
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$504 ﹤0.01%
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37
-886
1659
$479 ﹤0.01%
10
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$477 ﹤0.01%
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$464 ﹤0.01%
5
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$427 ﹤0.01%
4
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2
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$409 ﹤0.01%
4
1667
$392 ﹤0.01%
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$389 ﹤0.01%
4
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$383 ﹤0.01%
+55
1670
$374 ﹤0.01%
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1671
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$360 ﹤0.01%
70
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$359 ﹤0.01%
7
1674
$351 ﹤0.01%
13
1675
$342 ﹤0.01%
100