SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,827
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.89M
3
+$1.75M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.66M
5
C icon
Citigroup
C
+$1.46M

Top Sells

1
+$2.48M
2
+$1.4M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$1.15M
5
EXE
Expand Energy Corp
EXE
+$1M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$41.9K 0.01%
10,950
852
$41.8K 0.01%
1,000
853
$41.8K 0.01%
294
-321
854
$41.4K 0.01%
1,610
855
$41.1K 0.01%
1,650
856
$40.9K 0.01%
2,279
857
$40.7K 0.01%
600
858
$40.7K 0.01%
1,000
-10
859
$40.6K 0.01%
2,550
860
$40.6K 0.01%
1,535
+66
861
$40.6K 0.01%
4,574
862
$40.5K 0.01%
1,024
863
$40.4K 0.01%
3,178
+18
864
$40K 0.01%
802
-858
865
$39.9K 0.01%
857
+2
866
$39.7K 0.01%
1,100
867
$39.4K 0.01%
4,786
+1
868
$39K ﹤0.01%
+1,440
869
$39K ﹤0.01%
603
870
$38.8K ﹤0.01%
300
871
$38.8K ﹤0.01%
172
-50
872
$38.2K ﹤0.01%
759
873
$38.2K ﹤0.01%
1,924
-50
874
$38K ﹤0.01%
1,058
+1
875
$37.8K ﹤0.01%
1,726
+1,251
33 34
35
36 37