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
676
$148K 0.01%
10,331
+1,509
677
$147K 0.01%
5,933
+62
678
$147K 0.01%
7,651
-4,412
679
$146K 0.01%
250
-850
680
$142K 0.01%
924
-58
681
$142K 0.01%
1,301
+32
682
$139K 0.01%
1,002
683
$139K 0.01%
2,955
+300
684
$139K 0.01%
1,323
+1,187
685
$139K 0.01%
2,739
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686
$138K 0.01%
7,574
+4,560
687
$138K 0.01%
2,727
688
$137K 0.01%
3,515
+1,985
689
$136K 0.01%
1,537
+3
690
$135K 0.01%
16,023
+1,574
691
$135K 0.01%
1,353
692
$132K 0.01%
1,778
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693
$132K 0.01%
2,022
694
$131K 0.01%
6,994
+16
695
$131K 0.01%
1,260
+292
696
$131K 0.01%
7,496
+2,009
697
$130K 0.01%
5,200
+5,000
698
$130K 0.01%
2,354
+3
699
$129K 0.01%
408
+245
700
$129K 0.01%
5,826
26 27
28
29 30