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
601
$191K 0.02%
1,875
+1,871
602
$191K 0.02%
2,310
+800
603
$190K 0.02%
1,654
+7
604
$186K 0.02%
224
+7
605
$186K 0.02%
694
+178
606
$186K 0.02%
+5,118
607
$186K 0.02%
14,988
-890
608
$185K 0.02%
2,970
+31
609
$185K 0.02%
6,731
610
$184K 0.02%
4,319
-383
611
$184K 0.02%
6,805
-52
612
$183K 0.02%
4,803
613
$183K 0.02%
6,865
614
$183K 0.02%
21,134
+1,440
615
$182K 0.02%
7,973
-49
616
$182K 0.02%
1,626
+477
617
$181K 0.02%
501
+102
618
$181K 0.02%
1,092
+307
619
$180K 0.02%
6,187
+3,215
620
$179K 0.02%
1,990
+28
621
$179K 0.02%
+4,540
622
$178K 0.02%
5,460
+706
623
$178K 0.02%
1,216
-60
624
$176K 0.02%
3,509
+229
625
$175K 0.02%
2,666
+114
23 24
25
26 27