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
576
$214K 0.02%
2,035
-150
577
$214K 0.02%
2,395
-150
578
$214K 0.02%
816
+1
579
$210K 0.02%
1,979
+85
580
$209K 0.02%
5,955
+2,022
581
$207K 0.02%
1,718
-21
582
$206K 0.02%
990
+164
583
$204K 0.02%
2,798
-16
584
$203K 0.02%
10,112
+175
585
$202K 0.02%
3,247
-165
586
$201K 0.02%
2,352
+39
587
$201K 0.02%
3,783
+1,078
588
$201K 0.02%
3,363
-249
589
$201K 0.02%
2,186
-2,191
590
$200K 0.02%
2,082
-4,034
591
$198K 0.02%
752
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592
$198K 0.02%
5,963
+1,006
593
$197K 0.02%
680
594
$197K 0.02%
2,562
595
$196K 0.02%
+4,000
596
$196K 0.02%
2,712
+94
597
$195K 0.02%
17,216
-5,429
598
$195K 0.02%
2,361
599
$193K 0.02%
3,113
-717
600
$192K 0.02%
709
-129
22 23
24
25 26