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
1201
$16.6K ﹤0.01%
1,000
1202
$16.6K ﹤0.01%
543
1203
$16.5K ﹤0.01%
283
1204
$16.4K ﹤0.01%
342
1205
$16.4K ﹤0.01%
173
-359
1206
$16.4K ﹤0.01%
103
-100
1207
$15.7K ﹤0.01%
2,710
1208
$15.6K ﹤0.01%
1,200
1209
$15.6K ﹤0.01%
430
1210
$15.5K ﹤0.01%
327
1211
$15.4K ﹤0.01%
370
1212
$15.4K ﹤0.01%
749
1213
$15.1K ﹤0.01%
193
+1
1214
$15.1K ﹤0.01%
494
1215
$15.1K ﹤0.01%
200
1216
$14.8K ﹤0.01%
16
+6
1217
$14.8K ﹤0.01%
279
1218
$14.7K ﹤0.01%
313
1219
$14.6K ﹤0.01%
4,664
1220
$14.6K ﹤0.01%
632
+1
1221
$14.6K ﹤0.01%
+275
1222
$14.6K ﹤0.01%
2,374
+1,234
1223
$14.5K ﹤0.01%
4,000
1224
$14.5K ﹤0.01%
3,184
1225
$14.5K ﹤0.01%
458
+5