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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
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
+$5.03M
2
+$3.72M
3
+$3.49M
4
XOM icon
Exxon Mobil
XOM
+$3.19M
5
AMD icon
Advanced Micro Devices
AMD
+$2.22M

Top Sells

1
+$2.02M
2
+$660K
3
+$639K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$584K
5
EIS icon
iShares MSCI Israel ETF
EIS
+$564K

Sector Composition

1 Technology 14.66%
2 Energy 5.99%
3 Industrials 5.78%
4 Financials 5.64%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
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-50
1777
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1778
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1779
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-2,152
1780
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-8,838
1781
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-3,391
1782
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1783
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-90
1784
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-35
1785
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1786
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0
1787
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1789
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1790
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1791
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-2,750
1792
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1793
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1794
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1795
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1796
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1797
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1798
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1799
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-547
1800
– –
0
70 71
72
73 74