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
626
$175K 0.02%
1,332
+9
627
$175K 0.02%
8,494
-94
628
$174K 0.02%
2,486
629
$174K 0.02%
8,594
+656
630
$173K 0.02%
16,600
631
$173K 0.02%
8,134
632
$173K 0.02%
5,612
+105
633
$171K 0.02%
4,187
+187
634
$171K 0.02%
2,363
+2,174
635
$171K 0.02%
1,780
+439
636
$170K 0.02%
6,343
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637
$170K 0.02%
+1,621
638
$169K 0.02%
4,380
639
$169K 0.02%
1,850
-79
640
$169K 0.02%
7,014
+74
641
$169K 0.02%
4,380
642
$168K 0.02%
3,455
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643
$168K 0.02%
812
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644
$167K 0.02%
429
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645
$167K 0.02%
1,666
646
$167K 0.02%
593
-44
647
$166K 0.02%
388
+6
648
$165K 0.02%
6,481
-510
649
$165K 0.02%
6,372
+1,042
650
$162K 0.02%
1,074
+1
24 25
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