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
1026
$35.6K ﹤0.01%
4,574
1027
$35.6K ﹤0.01%
2,030
-378
1028
$35.5K ﹤0.01%
284
+232
1029
$35.4K ﹤0.01%
70
-2
1030
$35.2K ﹤0.01%
+121
1031
$35K ﹤0.01%
317
1032
$34.7K ﹤0.01%
111
1033
$34.6K ﹤0.01%
151
1034
$34.3K ﹤0.01%
2,550
1035
$34K ﹤0.01%
1,924
1036
$33.9K ﹤0.01%
1,217
+19
1037
$33.7K ﹤0.01%
196
-53
1038
$33.6K ﹤0.01%
711
+42
1039
$33.6K ﹤0.01%
292
1040
$33.6K ﹤0.01%
556
+25
1041
$33.5K ﹤0.01%
1,284
+1
1042
$33.4K ﹤0.01%
8,240
+418
1043
$33.3K ﹤0.01%
536
1044
$33.3K ﹤0.01%
128
1045
$33.2K ﹤0.01%
140
1046
$33K ﹤0.01%
625
-113
1047
$33K ﹤0.01%
568
+27
1048
$33K ﹤0.01%
1,085
+1
1049
$32.4K ﹤0.01%
112
+31
1050
$32.3K ﹤0.01%
270
+1
40 41
42
43 44