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
876
$63.6K 0.01%
+3,104
877
$63.6K 0.01%
933
+9
878
$63.5K 0.01%
3,274
+844
879
$63.2K 0.01%
880
880
$63K 0.01%
1,706
881
$63K 0.01%
1,780
+174
882
$62.3K 0.01%
+323
883
$62.2K 0.01%
300
884
$62K 0.01%
275
885
$62K 0.01%
+546
886
$61.8K 0.01%
1,632
887
$61.5K 0.01%
+1,770
888
$61.5K 0.01%
1,129
+829
889
$61.1K 0.01%
3,000
+200
890
$61.1K 0.01%
451
+123
891
$61.1K 0.01%
10,910
+53
892
$60.9K 0.01%
1,899
+5
893
$60.7K 0.01%
767
+4
894
$60.5K 0.01%
484
895
$59.5K 0.01%
1,434
-11
896
$59.4K 0.01%
1,430
897
$59.3K 0.01%
161
+17
898
$58.9K 0.01%
2,002
-220
899
$58.7K 0.01%
116
-8
900
$58.7K 0.01%
1,780
-43,907
34 35
36
37 38