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
301
$618K 0.06%
11,707
+21
302
$618K 0.06%
3,344
-325
303
$617K 0.06%
24,413
+12
304
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13,166
+1,058
305
$614K 0.06%
2,266
+324
306
$614K 0.06%
17,757
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307
$614K 0.06%
20,304
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308
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5,050
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309
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5,674
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310
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7,740
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311
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3,911
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312
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4,303
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313
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676
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314
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2,452
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315
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2,404
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316
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319
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55,862
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320
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9,793
-911
321
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1,179
-344
322
$576K 0.06%
6,306
-978
323
$575K 0.06%
11,836
324
$572K 0.06%
6,808
+4
325
$571K 0.06%
8,503
+96
11 12
13
14 15