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
876
$37.6K ﹤0.01%
906
+2
877
$37.2K ﹤0.01%
327
+2
878
$36.9K ﹤0.01%
1,741
+1,202
879
$36.9K ﹤0.01%
1,500
880
$36.8K ﹤0.01%
2,428
+41
881
$36.7K ﹤0.01%
262
+100
882
$36.7K ﹤0.01%
1,054
883
$36.5K ﹤0.01%
730
+2
884
$36.2K ﹤0.01%
517
+1
885
$36.1K ﹤0.01%
876
+2
886
$36.1K ﹤0.01%
1,813
-920
887
$35.8K ﹤0.01%
208
888
$35.8K ﹤0.01%
830
889
$35.4K ﹤0.01%
2,186
-31
890
$35.3K ﹤0.01%
737
+67
891
$35.2K ﹤0.01%
315
+3
892
$35.1K ﹤0.01%
176
+15
893
$34.8K ﹤0.01%
477
894
$34.7K ﹤0.01%
585
-745
895
$34.5K ﹤0.01%
4,400
-575
896
$34.4K ﹤0.01%
216
897
$34K ﹤0.01%
2,019
-303
898
$34K ﹤0.01%
573
-145
899
$33.9K ﹤0.01%
5,979
+178
900
$33K ﹤0.01%
241
-99
34 35
36
37 38