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
1651
$1.19K ﹤0.01%
13
1652
$1.17K ﹤0.01%
50
1653
$1.13K ﹤0.01%
38
1654
$1.11K ﹤0.01%
13
1655
$1.1K ﹤0.01%
124
-239
1656
$1.1K ﹤0.01%
6
1657
$1.1K ﹤0.01%
7
-1
1658
$1.1K ﹤0.01%
11
1659
$1.09K ﹤0.01%
480
1660
$1.08K ﹤0.01%
100
1661
$1.08K ﹤0.01%
15
1662
$1.07K ﹤0.01%
108
+6
1663
$1.07K ﹤0.01%
30
1664
$1.05K ﹤0.01%
37
1665
$1.02K ﹤0.01%
44
-25
1666
$969 ﹤0.01%
300
-85
1667
$969 ﹤0.01%
+625
1668
$967 ﹤0.01%
25
1669
$964 ﹤0.01%
51
1670
$955 ﹤0.01%
20
1671
$952 ﹤0.01%
26
1672
$943 ﹤0.01%
+30
1673
$930 ﹤0.01%
85
-127
1674
$896 ﹤0.01%
34
1675
$880 ﹤0.01%
21
65 66
67
68 69