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
1151
$22.1K ﹤0.01%
336
+236
1152
$21.9K ﹤0.01%
+1,081
1153
$21.9K ﹤0.01%
336
+34
1154
$21.8K ﹤0.01%
660
1155
$21.5K ﹤0.01%
257
+85
1156
$21.4K ﹤0.01%
555
1157
$21.2K ﹤0.01%
118
-499
1158
$21.2K ﹤0.01%
92
+29
1159
$20.6K ﹤0.01%
130
-90
1160
$20.6K ﹤0.01%
565
-934
1161
$20.6K ﹤0.01%
2,280
1162
$20.4K ﹤0.01%
837
+2
1163
$20.4K ﹤0.01%
273
-150
1164
$20.3K ﹤0.01%
313
-526
1165
$20.3K ﹤0.01%
700
1166
$20.3K ﹤0.01%
540
1167
$20.2K ﹤0.01%
131
+31
1168
$20.2K ﹤0.01%
718
-397
1169
$20K ﹤0.01%
208
+1
1170
$19.7K ﹤0.01%
410
+4
1171
$19.7K ﹤0.01%
194
1172
$19.6K ﹤0.01%
294
+291
1173
$19.5K ﹤0.01%
400
1174
$19.5K ﹤0.01%
402
+97
1175
$19.5K ﹤0.01%
354
45 46
47
48 49