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
526
$256K 0.03%
2,672
+2,300
527
$256K 0.03%
2,617
+28
528
$256K 0.03%
13,835
-700
529
$255K 0.03%
4,261
+339
530
$255K 0.03%
655
531
$253K 0.02%
19,760
-1,210
532
$253K 0.02%
5,995
533
$251K 0.02%
+6,620
534
$251K 0.02%
2,559
+982
535
$249K 0.02%
3,209
+1
536
$249K 0.02%
2,288
+21
537
$247K 0.02%
3,348
-34
538
$247K 0.02%
1,646
539
$246K 0.02%
9,990
+6,973
540
$246K 0.02%
6,422
541
$246K 0.02%
1,113
+72
542
$244K 0.02%
2,590
+11
543
$243K 0.02%
727
+188
544
$242K 0.02%
6,043
+2,611
545
$240K 0.02%
2,212
+422
546
$238K 0.02%
1,238
+254
547
$237K 0.02%
4,697
-87
548
$236K 0.02%
835
549
$235K 0.02%
10,141
-582
550
$235K 0.02%
9,005
20 21
22
23 24