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
751
$103K 0.01%
516
+54
752
$103K 0.01%
832
+632
753
$103K 0.01%
864
+343
754
$103K 0.01%
11,493
-97,770
755
$103K 0.01%
4,536
+354
756
$102K 0.01%
2,033
+1
757
$102K 0.01%
6,252
-483
758
$102K 0.01%
2,095
-10
759
$102K 0.01%
1,537
-4,153
760
$100K 0.01%
394
+132
761
$99.8K 0.01%
8,624
762
$99.8K 0.01%
5,129
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763
$99.6K 0.01%
890
-125
764
$99.5K 0.01%
2,800
765
$99.4K 0.01%
1,742
+21
766
$98.8K 0.01%
2,750
-68
767
$98.8K 0.01%
1,190
768
$98.8K 0.01%
3,651
+3,313
769
$98.7K 0.01%
1,684
+10
770
$97.5K 0.01%
670
-230
771
$96.8K 0.01%
166
+16
772
$96.1K 0.01%
2,365
773
$95.8K 0.01%
2,116
774
$95K 0.01%
395
-46
775
$94.6K 0.01%
3,328
+9
29 30
31
32 33