SUNBELT SECURITIES Overview

Sunbelt Securities Inc. is an investment advisor that manages 202.9 MM dollars in regulatory AUM and has 37 employees, of which 37 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 83MM in positions, representing 41% of the manager's regulatory AUM.

SUNBELT SECURITIES StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUNBELT SECURITIES Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BAC 11.62% Financials 36.16% 1.62% 0 29%
AAPL 9.32% Tech -2.29% 0.02% 0 42%
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SUNBELT SECURITIES Founders and Key Employees

Name Title In Position Since
Thomas Francis Buckley Financial Operations Principal January-2002
David Anthony Smetek President / Secretary January-2003
Patrick Joseph Smetek Registered Options Prinicpal January-2004
Patrick Joseph Smetek Chief Compliance Officer October-2004
Lisa Lee Gesin Municipal Securities Principal March-2010

SUNBELT SECURITIES Brokers, Custodians, Auditors and Administrators

Type Company

SUNBELT SECURITIES Investment Strategy

Item 8 – Client Contact with Portfolio Managers

Because the IAR acts as the Client’s portfolio manager through a Sunbelt RD account, there are no restrictions placed upon Clients’ ability to contact and consult with the manager of their Sunbelt RD account.

Item 9 – Additional Information

A. ...
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SUNBELT SECURITIES Portfolio Concentration

SUNBELT SECURITIES Location

5065 WESTHEIMER
SUITE 600
HOUSTON, Texas
UNITED STATES, 77056

SUNBELT SECURITIES Contact Information

Phone Number: 713-965-9510
Fax Number: 713-965-9435
Website:

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