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
1701
$181 ﹤0.01%
23
1702
$176 ﹤0.01%
4
1703
$169 ﹤0.01%
1
1704
$167 ﹤0.01%
4
-51
1705
$163 ﹤0.01%
5
1706
$157 ﹤0.01%
50
1707
$142 ﹤0.01%
27
1708
$142 ﹤0.01%
40
1709
$131 ﹤0.01%
+10
1710
$127 ﹤0.01%
+5
1711
$126 ﹤0.01%
+4
1712
$123 ﹤0.01%
4
1713
$118 ﹤0.01%
3,467
1714
$116 ﹤0.01%
31
+1
1715
$110 ﹤0.01%
3
1716
$110 ﹤0.01%
+50
1717
$108 ﹤0.01%
4
1718
$107 ﹤0.01%
12
1719
$107 ﹤0.01%
9
-2
1720
$106 ﹤0.01%
9
1721
$102 ﹤0.01%
13
1722
$102 ﹤0.01%
1
1723
$101 ﹤0.01%
1
1724
$100 ﹤0.01%
7
1725
$98 ﹤0.01%
+13