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
426
$373K 0.04%
7,678
-85
427
$369K 0.04%
25,645
-6,476
428
$368K 0.04%
11,447
-340
429
$368K 0.04%
6,393
430
$367K 0.04%
6,349
-36
431
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3,042
432
$364K 0.04%
6,861
+884
433
$362K 0.04%
33,096
+4,102
434
$361K 0.04%
649
435
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3,075
436
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8,219
437
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11,459
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438
$359K 0.04%
175
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439
$358K 0.04%
3,200
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440
$356K 0.03%
9,009
+7,939
441
$354K 0.03%
847
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442
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2,841
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30,033
-7,335
444
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6,513
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445
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6,838
446
$341K 0.03%
13,532
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447
$339K 0.03%
6,776
448
$337K 0.03%
16,200
-751
449
$336K 0.03%
3,238
+507
450
$335K 0.03%
7,426
+1,232
16 17
18
19 20