SS
Sunbelt Securities Portfolio holdings
AUM
$1.13B
1-Year Return
16.93%
This Quarter Return
+5.57%
1 Year Return
+16.93%
3 Year Return
+73.76%
5 Year Return
+127.58%
10 Year Return
+230.77%
AUM
$1.02B
AUM Growth
+$42.2M
(+4.3%)
Cap. Flow
-$3.77M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
20.3%
Holding
1,929
New
158
Increased
632
Reduced
416
Closed
74
Top Buys
| 1 |
YieldMax TSLA Option Income Strategy ETF
TSLY
|
+$2.88M |
| 2 |
Intel
INTC
|
+$2.86M |
| 3 |
Dell
DELL
|
+$2.55M |
| 4 |
Amazon
AMZN
|
+$2.02M |
| 5 |
FT Vest US Equity Moderate Buffer ETF July
GJUL
|
+$1.5M |
Top Sells
| 1 |
WIRE
Encore Wire Corp
WIRE
|
+$26.3M |
| 2 |
WillScot Mobile Mini Holdings
WSC
|
+$2.02M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$1.9M |
| 4 |
Capital Group Core Equity ETF
CGUS
|
+$1.77M |
| 5 |
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% |
