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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
$1.14B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,962
New
Increased
Reduced
Closed

Top Buys

1
+$76.5M
2
+$12.7M
3
+$6.49M
4
KO icon
Coca-Cola
KO
+$5.01M
5
TSLA icon
Tesla
TSLA
+$4.67M

Top Sells

1
+$4.92M
2
+$4.48M
3
+$4.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.3M
5
C icon
Citigroup
C
+$3.53M

Sector Composition

1 Technology 15.82%
2 Energy 10.82%
3 Consumer Discretionary 5.4%
4 Financials 5.31%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
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-7
1827
– –
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1828
$0 ﹤0.01%
62
-62
1829
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1830
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-950
1831
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-6
1832
– –
-534
1833
– –
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1834
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1835
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-8
1836
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-112
1837
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-1,000
1838
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1839
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1840
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1841
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-9
1842
– –
-1,875
1843
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1844
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1845
$0 ﹤0.01%
800
1846
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1847
$0 ﹤0.01%
500
1848
– –
-83
1849
– –
-8
1850
– –
-323
72 73
74
75 76