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
901
$58.6K 0.01%
230
-37
902
$58K 0.01%
1,081
903
$57.9K 0.01%
517
-436
904
$57.6K 0.01%
1,036
905
$57.5K 0.01%
3,086
-210
906
$57.4K 0.01%
1,140
-38
907
$57.3K 0.01%
1,118
+755
908
$57.2K 0.01%
1,159
+2
909
$57.2K 0.01%
+8,336
910
$57.1K 0.01%
2,362
911
$57K 0.01%
+4,300
912
$56.9K 0.01%
+2,400
913
$56.8K 0.01%
963
+344
914
$56.6K 0.01%
1,199
+1
915
$56.2K 0.01%
310
+46
916
$56.2K 0.01%
1,700
917
$56.2K 0.01%
317
+17
918
$56.2K 0.01%
748
-171
919
$55.4K 0.01%
964
+387
920
$55.3K 0.01%
2,563
921
$55.1K 0.01%
902
+2
922
$54.1K 0.01%
1,833
923
$54.1K 0.01%
208
+6
924
$53.6K 0.01%
1,450
925
$52.7K 0.01%
2,100
+2,000
35 36
37
38 39