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
1101
$25.7K ﹤0.01%
2,335
1102
$25.6K ﹤0.01%
97
1103
$25.5K ﹤0.01%
400
1104
$25.3K ﹤0.01%
346
-38
1105
$25.2K ﹤0.01%
294
+1
1106
$25.2K ﹤0.01%
293
+185
1107
$25.2K ﹤0.01%
200
1108
$25.2K ﹤0.01%
73
+34
1109
$25.2K ﹤0.01%
+546
1110
$25.2K ﹤0.01%
+894
1111
$25.1K ﹤0.01%
232
1112
$25.1K ﹤0.01%
134
1113
$25.1K ﹤0.01%
336
1114
$25.1K ﹤0.01%
497
1115
$25K ﹤0.01%
269
1116
$25K ﹤0.01%
150
+30
1117
$24.7K ﹤0.01%
311
1118
$24.7K ﹤0.01%
570
+7
1119
$24.6K ﹤0.01%
+122
1120
$24.5K ﹤0.01%
223
1121
$24.5K ﹤0.01%
308
+1
1122
$24.4K ﹤0.01%
324
+122
1123
$24.2K ﹤0.01%
125
1124
$23.9K ﹤0.01%
295
+4
1125
$23.9K ﹤0.01%
274
+2