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
1126
$12.6K ﹤0.01%
79
1127
$12.5K ﹤0.01%
345
1128
$12.5K ﹤0.01%
874
+27
1129
$12.5K ﹤0.01%
345
1130
$12.5K ﹤0.01%
64
1131
$12.4K ﹤0.01%
1,000
1132
$12.2K ﹤0.01%
161
1133
$12K ﹤0.01%
125
1134
$12K ﹤0.01%
200
1135
$12K ﹤0.01%
443
+9
1136
$12K ﹤0.01%
69
+1
1137
$11.8K ﹤0.01%
82
1138
$11.6K ﹤0.01%
+550
1139
$11.6K ﹤0.01%
37
1140
$11.6K ﹤0.01%
106
1141
$11.5K ﹤0.01%
240
1142
$11.4K ﹤0.01%
387
1143
$11.4K ﹤0.01%
600
1144
$11.4K ﹤0.01%
500
1145
$11.4K ﹤0.01%
456
+6
1146
$11.3K ﹤0.01%
1,300
1147
$11.1K ﹤0.01%
51
1148
$11K ﹤0.01%
136
1149
$10.9K ﹤0.01%
1,568
1150
$10.8K ﹤0.01%
13
44 45
46
47 48