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
476
$308K 0.03%
3,925
+27
477
$305K 0.03%
5,925
+2,330
478
$305K 0.03%
2,058
+408
479
$304K 0.03%
7,895
-600
480
$304K 0.03%
1,892
481
$303K 0.03%
2,463
+647
482
$300K 0.03%
5,622
+1,423
483
$300K 0.03%
387
-32
484
$300K 0.03%
1,280
-39
485
$300K 0.03%
14,919
+9,991
486
$299K 0.03%
3,316
+210
487
$296K 0.03%
1,083
+397
488
$294K 0.03%
10,854
+554
489
$294K 0.03%
5,888
-5,553
490
$292K 0.03%
2,128
+534
491
$292K 0.03%
8,868
-532
492
$292K 0.03%
27,496
-3,635
493
$292K 0.03%
1,830
+192
494
$290K 0.03%
8,047
495
$286K 0.03%
2,628
+1,034
496
$286K 0.03%
13,622
-37
497
$285K 0.03%
14,517
-3,633
498
$285K 0.03%
2,786
-1,105
499
$284K 0.03%
4,008
500
$283K 0.03%
14,241
+4,345
18 19
20
21 22