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
1676
$342 ﹤0.01%
+329
1677
$341 ﹤0.01%
4
1678
$340 ﹤0.01%
25
1679
$333 ﹤0.01%
27
1680
$328 ﹤0.01%
14
1681
$324 ﹤0.01%
385
-1,103
1682
$313 ﹤0.01%
8
+4
1683
$298 ﹤0.01%
384
1684
$296 ﹤0.01%
15
1685
$294 ﹤0.01%
237
1686
$278 ﹤0.01%
11
-21
1687
$276 ﹤0.01%
4
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$275 ﹤0.01%
28
1689
$274 ﹤0.01%
+28
1690
$272 ﹤0.01%
5
1691
$265 ﹤0.01%
4
1692
$265 ﹤0.01%
15
1693
$260 ﹤0.01%
2
1694
$249 ﹤0.01%
8
1695
$241 ﹤0.01%
28
1696
$233 ﹤0.01%
5
1697
$222 ﹤0.01%
100
1698
$222 ﹤0.01%
10
1699
$210 ﹤0.01%
9
1700
$208 ﹤0.01%
50