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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
1851
– –
-80
1852
– –
-22
1853
– –
-200
1854
– –
-19,300
1855
– –
-183
1856
– –
-500
1857
– –
-4,500
1858
– –
-9
1859
– –
-13
1860
– –
-3
1861
– –
-11,493
1862
– –
-19
1863
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-6
1864
– –
-9,325
1865
– –
-14
1866
– –
-17
1867
– –
-4,540
1868
– –
-19
1869
– –
-4,356
1870
– –
-4,932
1871
– –
-63
1872
– –
-150
1873
– –
-628
1874
– –
0
1875
– –
-37
73 74
75
76 77