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
1051
$32.3K ﹤0.01%
83
+45
1052
$31.8K ﹤0.01%
750
1053
$31.8K ﹤0.01%
450
1054
$31.7K ﹤0.01%
400
1055
$31.6K ﹤0.01%
1,000
-550
1056
$31.5K ﹤0.01%
1,300
1057
$31.2K ﹤0.01%
432
+84
1058
$31.2K ﹤0.01%
2,287
+89
1059
$30.6K ﹤0.01%
315
+5
1060
$30.5K ﹤0.01%
982
+3
1061
$30.5K ﹤0.01%
209
1062
$30K ﹤0.01%
87
1063
$29.7K ﹤0.01%
2,000
1064
$29.6K ﹤0.01%
1,174
1065
$29.6K ﹤0.01%
1,629
1066
$29.4K ﹤0.01%
2,300
+900
1067
$29.2K ﹤0.01%
778
-43
1068
$29.2K ﹤0.01%
1,160
1069
$29.1K ﹤0.01%
711
+302
1070
$28.9K ﹤0.01%
207
+1
1071
$28.9K ﹤0.01%
174
-536
1072
$28.9K ﹤0.01%
701
+1
1073
$28.8K ﹤0.01%
227
-942
1074
$28.6K ﹤0.01%
935
1075
$28.6K ﹤0.01%
118
+1
41 42
43
44 45