SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,827
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.89M
3
+$1.75M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.66M
5
C icon
Citigroup
C
+$1.46M

Top Sells

1
+$2.48M
2
+$1.4M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$1.15M
5
EXE
Expand Energy Corp
EXE
+$1M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$15.7K ﹤0.01%
153
+53
1077
$15.7K ﹤0.01%
283
1078
$15.6K ﹤0.01%
269
1079
$15.6K ﹤0.01%
178
-130
1080
$15.5K ﹤0.01%
1,002
1081
$15.3K ﹤0.01%
236
-251
1082
$15.3K ﹤0.01%
260
+100
1083
$15.2K ﹤0.01%
400
-1,042
1084
$15.1K ﹤0.01%
1,200
1085
$15.1K ﹤0.01%
45
+26
1086
$15K ﹤0.01%
381
+2
1087
$15K ﹤0.01%
283
1088
$14.9K ﹤0.01%
543
1089
$14.9K ﹤0.01%
1,000
1090
$14.8K ﹤0.01%
200
1091
$14.8K ﹤0.01%
494
1092
$14.8K ﹤0.01%
195
1093
$14.7K ﹤0.01%
313
1094
$14.5K ﹤0.01%
443
+4
1095
$14.4K ﹤0.01%
1,635
1096
$14.3K ﹤0.01%
170
-1,009
1097
$14.3K ﹤0.01%
471
+441
1098
$14.1K ﹤0.01%
2,710
-104
1099
$14.1K ﹤0.01%
700
1100
$13.9K ﹤0.01%
180
42 43
44
45 46