SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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
851
$70.7K 0.01%
2,985
+47
852
$70.7K 0.01%
981
+232
853
$70.7K 0.01%
2,300
854
$70.6K 0.01%
+2,750
855
$70.3K 0.01%
755
856
$70.1K 0.01%
+5,500
857
$69.7K 0.01%
1,998
858
$69.3K 0.01%
1,511
+11
859
$69.2K 0.01%
+302
860
$69.1K 0.01%
364
861
$68.9K 0.01%
1,921
+256
862
$68.8K 0.01%
713
+670
863
$68.4K 0.01%
1,499
+3
864
$68.2K 0.01%
1,075
865
$68.2K 0.01%
434
+12
866
$67.7K 0.01%
1,288
+827
867
$66.7K 0.01%
3,841
+46
868
$66.5K 0.01%
8,057
-8,231
869
$65.9K 0.01%
+2,732
870
$65.8K 0.01%
2,603
-1,245
871
$65K 0.01%
1,006
-181
872
$65K 0.01%
7,475
-75
873
$64.9K 0.01%
1,054
874
$64.8K 0.01%
+1,397
875
$64.8K 0.01%
1,131
-103
33 34
35
36 37