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
951
$48.6K ﹤0.01%
2,400
+800
952
$48.6K ﹤0.01%
370
+1
953
$48.4K ﹤0.01%
1,063
-77
954
$47.8K ﹤0.01%
1,100
955
$47.5K ﹤0.01%
632
+1
956
$47.3K ﹤0.01%
1,753
957
$47.2K ﹤0.01%
1,700
958
$47K ﹤0.01%
281
+1
959
$46.5K ﹤0.01%
+211
960
$46.2K ﹤0.01%
709
+62
961
$46.1K ﹤0.01%
1,650
962
$46.1K ﹤0.01%
1,834
963
$46K ﹤0.01%
1,260
964
$45.8K ﹤0.01%
295
965
$45.7K ﹤0.01%
1,948
-147
966
$45.5K ﹤0.01%
324
+1
967
$45.5K ﹤0.01%
3,093
-112
968
$45.3K ﹤0.01%
651
+7
969
$45.3K ﹤0.01%
480
-300
970
$44.7K ﹤0.01%
2,759
971
$44.7K ﹤0.01%
669
-360
972
$44.4K ﹤0.01%
136
+36
973
$44.3K ﹤0.01%
549
974
$44.2K ﹤0.01%
629
+554
975
$43.9K ﹤0.01%
+1,200
37 38
39
40 41