SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,929
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.86M
3
+$2.55M
4
AMZN icon
Amazon
AMZN
+$2.02M
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$1.5M

Top Sells

1
+$26.3M
2
+$2.02M
3
+$1.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$1.77M
5
ADBE icon
Adobe
ADBE
+$1.52M

Sector Composition

1 Technology 14.51%
2 Financials 5.82%
3 Energy 5.76%
4 Healthcare 5.05%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$755K 0.07%
9,403
+10
252
$754K 0.07%
6,740
+84
253
$752K 0.07%
2,488
+204
254
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7,209
-232
255
$748K 0.07%
6,311
+1,704
256
$742K 0.07%
10,327
+202
257
$741K 0.07%
22,816
-100
258
$738K 0.07%
3,206
+25
259
$737K 0.07%
29,928
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260
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1,960
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261
$736K 0.07%
9,533
-1,929
262
$731K 0.07%
15,202
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263
$726K 0.07%
22,574
-188
264
$720K 0.07%
26,329
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265
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12,285
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266
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1,127
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268
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8,045
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269
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11,217
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270
$711K 0.07%
12,332
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271
$710K 0.07%
10,950
+498
272
$708K 0.07%
15,476
+1,417
273
$702K 0.07%
13,627
+10,583
274
$696K 0.07%
22,926
-580
275
$690K 0.07%
3,953
+647
9 10
11
12 13