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
1226
$14.4K ﹤0.01%
+116
1227
$14.2K ﹤0.01%
660
1228
$14.1K ﹤0.01%
87
1229
$14K ﹤0.01%
345
1230
$14K ﹤0.01%
345
1231
$13.9K ﹤0.01%
250
1232
$13.9K ﹤0.01%
221
+75
1233
$13.8K ﹤0.01%
1,100
1234
$13.6K ﹤0.01%
215
1235
$13.5K ﹤0.01%
534
+10
1236
$13.5K ﹤0.01%
13
-65
1237
$13.4K ﹤0.01%
376
+2
1238
$13.4K ﹤0.01%
628
1239
$13.3K ﹤0.01%
329
-65
1240
$13.3K ﹤0.01%
133
+47
1241
$13.3K ﹤0.01%
446
1242
$13.2K ﹤0.01%
+75
1243
$13.2K ﹤0.01%
70
1244
$13.2K ﹤0.01%
7,194
1245
$13.1K ﹤0.01%
1,020
+15
1246
$13.1K ﹤0.01%
273
1247
$13K ﹤0.01%
425
1248
$13K ﹤0.01%
434
1249
$12.6K ﹤0.01%
550
1250
$12.6K ﹤0.01%
79
48 49
50
51 52