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
451
$335K 0.03%
10,520
-255
452
$334K 0.03%
919
+273
453
$334K 0.03%
3,648
+676
454
$331K 0.03%
11,370
-1,470
455
$330K 0.03%
6,665
+2,470
456
$329K 0.03%
8,327
457
$329K 0.03%
2,770
-598
458
$326K 0.03%
5,362
-25
459
$325K 0.03%
13,330
+8,235
460
$324K 0.03%
1,171
-14
461
$323K 0.03%
7,703
+8
462
$323K 0.03%
5,536
-2,117
463
$320K 0.03%
21,225
+71
464
$319K 0.03%
13,142
465
$319K 0.03%
1,682
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466
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1,203
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467
$317K 0.03%
13,625
-3,000
468
$313K 0.03%
1,946
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469
$312K 0.03%
20,053
+1,041
470
$309K 0.03%
6,467
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471
$309K 0.03%
13,202
472
$309K 0.03%
5,000
+4,400
473
$309K 0.03%
12,893
-23,258
474
$309K 0.03%
3,491
-124
475
$308K 0.03%
1,616
+43
17 18
19
20 21