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
1701
$595 ﹤0.01%
19
1702
$587 ﹤0.01%
30
1703
$576 ﹤0.01%
14
1704
$576 ﹤0.01%
13
+1
1705
$567 ﹤0.01%
135
1706
$557 ﹤0.01%
12
1707
$555 ﹤0.01%
277,300
1708
$542 ﹤0.01%
364
-20
1709
$539 ﹤0.01%
123
1710
$510 ﹤0.01%
12
1711
$509 ﹤0.01%
20
1712
$495 ﹤0.01%
498
+1
1713
$460 ﹤0.01%
10
1714
$460 ﹤0.01%
13
1715
$445 ﹤0.01%
14
1716
$444 ﹤0.01%
329
1717
$442 ﹤0.01%
10
-332
1718
$442 ﹤0.01%
99
1719
$434 ﹤0.01%
13
1720
$429 ﹤0.01%
5
1721
$429 ﹤0.01%
23
-4
1722
$425 ﹤0.01%
55
1723
$403 ﹤0.01%
10
1724
$394 ﹤0.01%
10
-659
1725
$391 ﹤0.01%
25
67 68
69
70 71