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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$3.84M
3
+$2.07M
4
EPD icon
Enterprise Products Partners
EPD
+$1.41M
5
DNOV icon
FT Vest US Equity Deep Buffer ETF November
DNOV
+$1.15M

Top Sells

1
+$5.83M
2
+$3.72M
3
+$2.18M
4
IAU icon
iShares Gold Trust
IAU
+$1.87M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.63M

Sector Composition

1 Technology 10.51%
2 Energy 7.1%
3 Healthcare 6.88%
4 Financials 6.64%
5 Industrials 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8.08K ﹤0.01%
14,000
452
$6.96K ﹤0.01%
277,300
453
$4.32K ﹤0.01%
627
454
– –
-3,145
455
– –
-82,825
456
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-3,454
457
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-76
458
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-16,624
459
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-14,537
460
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-2,305
461
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-18,304
462
– –
-34,761
463
– –
-5,550
464
– –
-2,000
465
– –
-1,573
466
– –
-1,449
467
– –
-4,590
468
– –
-12,466
469
– –
-20,914
470
– –
-12,206
471
– –
-2,300
472
– –
-54,667
473
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-26,708
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