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
1126
$23.9K ﹤0.01%
473
1127
$23.9K ﹤0.01%
204
+2
1128
$23.8K ﹤0.01%
672
-4
1129
$23.8K ﹤0.01%
2,000
1130
$23.6K ﹤0.01%
283
+2
1131
$23.5K ﹤0.01%
263
1132
$23.5K ﹤0.01%
239
+59
1133
$23.2K ﹤0.01%
136
-18
1134
$23.2K ﹤0.01%
425
-70
1135
$23K ﹤0.01%
779
+56
1136
$23K ﹤0.01%
600
1137
$23K ﹤0.01%
+935
1138
$23K ﹤0.01%
502
+7
1139
$22.9K ﹤0.01%
271
-222
1140
$22.9K ﹤0.01%
360
1141
$22.9K ﹤0.01%
465
1142
$22.8K ﹤0.01%
750
+350
1143
$22.8K ﹤0.01%
274
1144
$22.5K ﹤0.01%
2,540
+29
1145
$22.4K ﹤0.01%
166
1146
$22.3K ﹤0.01%
1,536
-6,860
1147
$22.2K ﹤0.01%
108
-252
1148
$22.2K ﹤0.01%
737
+5
1149
$22.1K ﹤0.01%
262
1150
$22.1K ﹤0.01%
332
44 45
46
47 48