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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
1826
– –
-627
1827
$0 ﹤0.01%
800
1828
– –
-206
1829
– –
-476
1830
$0 ﹤0.01%
500
1831
– –
0
1832
– –
-21
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