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
801
$86.5K 0.01%
6,005
+5,000
802
$86.4K 0.01%
2,266
-1
803
$85.6K 0.01%
2,500
804
$85.5K 0.01%
559
-2,866
805
$85.5K 0.01%
2,024
806
$85.5K 0.01%
2,100
807
$84.8K 0.01%
897
-102
808
$84.7K 0.01%
1,719
+1
809
$83.8K 0.01%
1,061
810
$82.9K 0.01%
965
-14
811
$82.8K 0.01%
3,206
-297
812
$82.8K 0.01%
962
+267
813
$82.7K 0.01%
367
+1
814
$82.5K 0.01%
753
815
$81.9K 0.01%
2,298
816
$81.6K 0.01%
810
817
$81.1K 0.01%
2,143
818
$81K 0.01%
2,162
-2
819
$80.8K 0.01%
500
-50
820
$80.2K 0.01%
576
-86
821
$80.1K 0.01%
1,098
822
$79.9K 0.01%
321
+20
823
$79.9K 0.01%
1,287
+1,154
824
$79.7K 0.01%
309
+26
825
$79.7K 0.01%
312
-32
31 32
33
34 35