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
651
$162K 0.02%
2,475
652
$161K 0.02%
13,829
+173
653
$161K 0.02%
3,000
654
$161K 0.02%
3,550
+9
655
$161K 0.02%
51
-55
656
$157K 0.02%
13,135
+209
657
$157K 0.02%
695
-760
658
$157K 0.02%
1,157
+16
659
$157K 0.02%
22,123
+176
660
$157K 0.02%
2,690
+1
661
$156K 0.02%
29,177
+106
662
$155K 0.02%
3,186
+10
663
$155K 0.02%
2,736
+71
664
$154K 0.02%
3,072
-28
665
$154K 0.02%
1,739
+28
666
$154K 0.02%
4,638
667
$154K 0.02%
5,000
668
$154K 0.02%
303
669
$153K 0.02%
5,727
+2,271
670
$152K 0.01%
3,486
+734
671
$152K 0.01%
1,373
-427
672
$150K 0.01%
4,800
673
$149K 0.01%
8,797
674
$149K 0.01%
+1,464
675
$148K 0.01%
3,122
-365
25 26
27
28 29