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
51
$4.76M 0.47%
106,011
-16,192
52
$4.71M 0.46%
37,495
+5,239
53
$4.67M 0.46%
291,231
+17,136
54
$4.61M 0.45%
33,059
-1,536
55
$4.56M 0.45%
47,789
+12,058
56
$4.55M 0.45%
38,646
+5,536
57
$4.45M 0.44%
9,658
-168
58
$4.26M 0.42%
177,744
+50,734
59
$3.73M 0.37%
24,587
-936
60
$3.6M 0.35%
37,590
+3,516
61
$3.53M 0.35%
25,792
-3,227
62
$3.52M 0.35%
95,892
+4,602
63
$3.49M 0.34%
95,795
-11,460
64
$3.42M 0.34%
155,326
-22,341
65
$3.42M 0.34%
20,089
-1,483
66
$3.39M 0.33%
66,378
+2,692
67
$3.35M 0.33%
24,781
-1,344
68
$3.25M 0.32%
111,266
+762
69
$3.24M 0.32%
40,077
-916
70
$3.17M 0.31%
19,331
-660
71
$3.02M 0.3%
18,525
-1,079
72
$2.94M 0.29%
125,133
+121,754
73
$2.93M 0.29%
205,340
+201,862
74
$2.91M 0.29%
12,901
+986
75
$2.9M 0.28%
9,531
-12
1 2
3
4 5