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
1726
$386 ﹤0.01%
14
1727
$383 ﹤0.01%
10
+1
1728
$372 ﹤0.01%
27
1729
$368 ﹤0.01%
20
1730
$353 ﹤0.01%
57
-27
1731
$349 ﹤0.01%
28
1732
$347 ﹤0.01%
5
1733
$341 ﹤0.01%
4
1734
$336 ﹤0.01%
40
1735
$296 ﹤0.01%
7
1736
$282 ﹤0.01%
9
1737
$274 ﹤0.01%
2
1738
$270 ﹤0.01%
200
1739
$261 ﹤0.01%
40
1740
$255 ﹤0.01%
5
1741
$248 ﹤0.01%
11
-1,250
1742
$242 ﹤0.01%
237
1743
$241 ﹤0.01%
5
1744
$237 ﹤0.01%
11
1745
$235 ﹤0.01%
1
1746
$220 ﹤0.01%
2
1747
$215 ﹤0.01%
100
1748
$210 ﹤0.01%
15
1749
$210 ﹤0.01%
+8
1750
$178 ﹤0.01%
4
68 69
70
71 72