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
926
$52.5K 0.01%
10,000
927
$52.3K 0.01%
1,050
+3
928
$52.2K 0.01%
1,247
-16
929
$52.1K 0.01%
802
+150
930
$52K 0.01%
705
+2
931
$51.8K 0.01%
+2,100
932
$51.7K 0.01%
109
+55
933
$51.6K 0.01%
16,700
934
$51.6K 0.01%
+1,000
935
$51.5K 0.01%
197
-250
936
$51.5K 0.01%
414
+2
937
$50.7K 0.01%
+1,900
938
$50.6K 0.01%
156
-22
939
$50.4K ﹤0.01%
993
940
$50.2K ﹤0.01%
750
+19
941
$50.2K ﹤0.01%
+1,585
942
$50K ﹤0.01%
720
943
$49.9K ﹤0.01%
177
+73
944
$49.7K ﹤0.01%
3,000
945
$49.6K ﹤0.01%
+4,500
946
$49.6K ﹤0.01%
1,800
+200
947
$49.5K ﹤0.01%
+400
948
$49.2K ﹤0.01%
3,253
+23
949
$48.9K ﹤0.01%
1,427
-475
950
$48.8K ﹤0.01%
893
36 37
38
39 40