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
826
$79.2K 0.01%
1,573
+2
827
$78.9K 0.01%
8,003
+539
828
$78.8K 0.01%
395
829
$78.3K 0.01%
+2,325
830
$78.1K 0.01%
2,912
+6
831
$77.5K 0.01%
2,500
832
$77.4K 0.01%
1,000
833
$77.2K 0.01%
1,938
834
$76.6K 0.01%
2,220
835
$76.2K 0.01%
797
+285
836
$76K 0.01%
2,336
-180
837
$75.7K 0.01%
1,352
+2
838
$75.3K 0.01%
312
839
$75K 0.01%
216
+43
840
$74.9K 0.01%
+1,135
841
$74.9K 0.01%
651
842
$73.9K 0.01%
1,257
-19
843
$72.9K 0.01%
1,960
+1,715
844
$72K 0.01%
654
+513
845
$71.9K 0.01%
873
+227
846
$71.7K 0.01%
+3,277
847
$71.4K 0.01%
1,080
848
$71.1K 0.01%
250
+25
849
$70.9K 0.01%
343
+1
850
$70.9K 0.01%
2,102
32 33
34
35 36