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
701
$129K 0.01%
+1,411
702
$128K 0.01%
2,979
703
$128K 0.01%
3,036
-744
704
$127K 0.01%
2,508
-2,206
705
$126K 0.01%
5,005
706
$125K 0.01%
3,628
-1,900
707
$124K 0.01%
696
+143
708
$124K 0.01%
7,655
+24
709
$124K 0.01%
1,334
710
$123K 0.01%
2,882
+108
711
$123K 0.01%
2,815
712
$122K 0.01%
578
-1,281
713
$122K 0.01%
930
+130
714
$122K 0.01%
7,758
-408
715
$122K 0.01%
17,446
+120
716
$121K 0.01%
1,496
717
$120K 0.01%
4,609
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718
$120K 0.01%
4,907
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719
$119K 0.01%
5,175
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720
$119K 0.01%
2,679
-610
721
$118K 0.01%
1,414
+201
722
$118K 0.01%
1,305
723
$118K 0.01%
5,082
724
$118K 0.01%
889
725
$117K 0.01%
272
+8
27 28
29
30 31