SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
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
1251
$6.67K ﹤0.01%
100
1252
$6.59K ﹤0.01%
85
1253
$6.56K ﹤0.01%
57
1254
$6.54K ﹤0.01%
120
1255
$6.5K ﹤0.01%
78
-152
1256
$6.46K ﹤0.01%
100
1257
$6.42K ﹤0.01%
147
1258
$6.42K ﹤0.01%
44
1259
$6.37K ﹤0.01%
200
1260
$6.37K ﹤0.01%
194
1261
$6.33K ﹤0.01%
54
1262
$6.33K ﹤0.01%
122
1263
$6.31K ﹤0.01%
77
1264
$6.27K ﹤0.01%
67
-34
1265
$6.26K ﹤0.01%
45
-11
1266
$6.22K ﹤0.01%
+875
1267
$6.21K ﹤0.01%
69
1268
$6.16K ﹤0.01%
64
1269
$6.11K ﹤0.01%
157
1270
$6.1K ﹤0.01%
1,200
1271
$6.08K ﹤0.01%
58
1272
$6.04K ﹤0.01%
400
1273
$6.03K ﹤0.01%
251
+7
1274
$5.95K ﹤0.01%
118
1275
$5.87K ﹤0.01%
106
49 50
51
52 53