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
351
$508K 0.05%
11,496
-32
352
$508K 0.05%
4,848
-128
353
$508K 0.05%
4,640
+147
354
$506K 0.05%
10,131
-281
355
$505K 0.05%
7,916
+363
356
$505K 0.05%
10,130
357
$502K 0.05%
5,569
-233
358
$498K 0.05%
9,862
359
$497K 0.05%
6,946
-1,265
360
$491K 0.05%
8,289
-1,601
361
$488K 0.05%
20,118
+7,033
362
$488K 0.05%
12,468
-110
363
$488K 0.05%
8,952
+2,696
364
$488K 0.05%
3,128
-591
365
$486K 0.05%
20,382
-857
366
$486K 0.05%
785
-1,135
367
$484K 0.05%
6,940
-852
368
$482K 0.05%
7,778
+168
369
$481K 0.05%
8,668
-2,019
370
$480K 0.05%
62,968
+1,248
371
$478K 0.05%
14,516
+3,953
372
$477K 0.05%
20,477
-1,713
373
$476K 0.05%
1,515
-144
374
$466K 0.05%
9,143
+982
375
$463K 0.05%
3,545
+105
13 14
15
16 17