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
976
$43.5K ﹤0.01%
1,112
+44
977
$43.4K ﹤0.01%
3,192
+800
978
$43.3K ﹤0.01%
1,737
+402
979
$43.3K ﹤0.01%
1,000
980
$43.2K ﹤0.01%
879
+1
981
$43.1K ﹤0.01%
529
+29
982
$43.1K ﹤0.01%
1,000
983
$43K ﹤0.01%
747
+313
984
$42.8K ﹤0.01%
1,643
+9
985
$42K ﹤0.01%
40
+3
986
$41.6K ﹤0.01%
+981
987
$41.5K ﹤0.01%
1,401
-304
988
$41.5K ﹤0.01%
3,500
989
$41.5K ﹤0.01%
629
990
$41.4K ﹤0.01%
6,523
+181
991
$41.3K ﹤0.01%
767
-1,818
992
$41.3K ﹤0.01%
322
+2
993
$40.7K ﹤0.01%
1,061
+1
994
$40.7K ﹤0.01%
352
995
$40.6K ﹤0.01%
1,014
996
$40.4K ﹤0.01%
151
+68
997
$40K ﹤0.01%
692
998
$39.6K ﹤0.01%
2,788
-4,806
999
$39.6K ﹤0.01%
3,210
-3,133
1000
$39.5K ﹤0.01%
2,183
+156
38 39
40
41 42