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
926
$29.3K ﹤0.01%
1,768
927
$29.3K ﹤0.01%
75
928
$29.1K ﹤0.01%
539
929
$29.1K ﹤0.01%
534
+3
930
$28.9K ﹤0.01%
860
931
$28.9K ﹤0.01%
450
-81
932
$28.9K ﹤0.01%
750
933
$28.7K ﹤0.01%
1,300
934
$28.7K ﹤0.01%
255
+2
935
$28.4K ﹤0.01%
1,618
-1,253
936
$28.3K ﹤0.01%
1,000
937
$28.2K ﹤0.01%
625
+15
938
$28.2K ﹤0.01%
128
+1
939
$28.1K ﹤0.01%
1,122
940
$28.1K ﹤0.01%
1,629
941
$28K ﹤0.01%
2,000
942
$28K ﹤0.01%
307
943
$27.9K ﹤0.01%
500
-900
944
$27.9K ﹤0.01%
59
+50
945
$27.9K ﹤0.01%
315
+3
946
$27.8K ﹤0.01%
536
+2
947
$27.6K ﹤0.01%
134
-35
948
$27.5K ﹤0.01%
680
+10
949
$27.4K ﹤0.01%
500
950
$27.4K ﹤0.01%
100
36 37
38
39 40