SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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
401
$412K 0.04%
2,155
+4
402
$412K 0.04%
7,689
+2,542
403
$411K 0.04%
7,984
404
$409K 0.04%
12,040
+3,880
405
$407K 0.04%
10,185
406
$405K 0.04%
12,164
+1
407
$404K 0.04%
10,819
408
$402K 0.04%
4,833
-609
409
$402K 0.04%
812
-35
410
$402K 0.04%
+15,877
411
$398K 0.04%
14,490
-700
412
$395K 0.04%
180,290
-1,000
413
$395K 0.04%
5,987
+400
414
$389K 0.04%
2,589
+1,120
415
$388K 0.04%
3,093
-494
416
$388K 0.04%
3,850
417
$385K 0.04%
3,827
-330
418
$384K 0.04%
3,691
+13
419
$383K 0.04%
6,246
-62
420
$383K 0.04%
6,708
-406
421
$383K 0.04%
2,675
+835
422
$382K 0.04%
1,372
-1,982
423
$380K 0.04%
+14,622
424
$375K 0.04%
3,659
+378
425
$373K 0.04%
4,343
+1,942
15 16
17
18 19