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
551
$235K 0.02%
4,771
+486
552
$235K 0.02%
16,000
553
$235K 0.02%
1,118
-31
554
$234K 0.02%
785
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555
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556
$233K 0.02%
5,979
557
$232K 0.02%
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-329
558
$232K 0.02%
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559
$231K 0.02%
5,564
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$229K 0.02%
8,400
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561
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1,800
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$228K 0.02%
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563
$228K 0.02%
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565
$226K 0.02%
5,219
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566
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1,358
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570
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571
$219K 0.02%
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412
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$219K 0.02%
4,222
-163
574
$218K 0.02%
+5,163
575
$217K 0.02%
6,500
-20
21 22
23
24 25