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
776
$94.2K 0.01%
2,475
777
$93.6K 0.01%
2,137
778
$93.2K 0.01%
11,540
779
$92.5K 0.01%
693
+2
780
$92.5K 0.01%
477
-150
781
$92.2K 0.01%
854
782
$92.1K 0.01%
3,940
+1,340
783
$91.9K 0.01%
2,354
+40
784
$91.4K 0.01%
6,860
785
$91.4K 0.01%
849
+295
786
$91.1K 0.01%
3,932
+3,447
787
$91.1K 0.01%
792
-151
788
$91K 0.01%
3,480
+3,380
789
$90.6K 0.01%
8,000
790
$90.5K 0.01%
648
+1
791
$90.2K 0.01%
1,120
+5
792
$90.1K 0.01%
6,029
+4,087
793
$90.1K 0.01%
992
-33
794
$89.3K 0.01%
2,544
+15
795
$89.3K 0.01%
1,859
+17
796
$88.8K 0.01%
3,021
797
$87.6K 0.01%
694
798
$87K 0.01%
3,732
+190
799
$86.8K 0.01%
1,520
+3
800
$86.7K 0.01%
1,899
+212
30 31
32
33 34