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
1176
$9.77K ﹤0.01%
280
1177
$9.76K ﹤0.01%
159
+1
1178
$9.73K ﹤0.01%
255
1179
$9.73K ﹤0.01%
48
1180
$9.72K ﹤0.01%
127
1181
$9.68K ﹤0.01%
1,500
1182
$9.61K ﹤0.01%
120
1183
$9.5K ﹤0.01%
1,000
1184
$9.48K ﹤0.01%
471
1185
$9.46K ﹤0.01%
380
1186
$9.4K ﹤0.01%
184
+3
1187
$9.34K ﹤0.01%
380
1188
$9.33K ﹤0.01%
312
1189
$9.22K ﹤0.01%
98
1190
$9.22K ﹤0.01%
300
+200
1191
$9.18K ﹤0.01%
1,037
-199
1192
$9.1K ﹤0.01%
78
+1
1193
$9.1K ﹤0.01%
200
1194
$8.93K ﹤0.01%
143
1195
$8.88K ﹤0.01%
79
-39
1196
$8.88K ﹤0.01%
2,350
1197
$8.84K ﹤0.01%
213
+1
1198
$8.82K ﹤0.01%
210
1199
$8.79K ﹤0.01%
1,677
1200
$8.78K ﹤0.01%
225
46 47
48
49 50