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
1001
$39.4K ﹤0.01%
1,000
1002
$39.3K ﹤0.01%
500
1003
$39K ﹤0.01%
1,153
+5
1004
$39K ﹤0.01%
3,475
-10
1005
$38.5K ﹤0.01%
725
1006
$38.5K ﹤0.01%
759
1007
$38.5K ﹤0.01%
594
1008
$38.4K ﹤0.01%
502
1009
$38.3K ﹤0.01%
533
-137
1010
$38.2K ﹤0.01%
293
-14
1011
$37.7K ﹤0.01%
2,564
1012
$37.6K ﹤0.01%
640
-92
1013
$37.6K ﹤0.01%
293
+1
1014
$37.5K ﹤0.01%
297
+38
1015
$37.3K ﹤0.01%
8,768
1016
$37.1K ﹤0.01%
607
+7
1017
$36.8K ﹤0.01%
2,360
-262
1018
$36.5K ﹤0.01%
454
+3
1019
$36.4K ﹤0.01%
3,610
1020
$36.3K ﹤0.01%
539
1021
$36.1K ﹤0.01%
292
+43
1022
$36K ﹤0.01%
703
+5
1023
$35.8K ﹤0.01%
770
1024
$35.8K ﹤0.01%
338
+72
1025
$35.8K ﹤0.01%
+507
39 40
41
42 43