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
1251
$12.4K ﹤0.01%
500
1252
$12.3K ﹤0.01%
651
-1,650
1253
$12.3K ﹤0.01%
428
+177
1254
$12.2K ﹤0.01%
318
+1
1255
$12.2K ﹤0.01%
472
-350
1256
$12.2K ﹤0.01%
99
1257
$12.2K ﹤0.01%
200
1258
$12.1K ﹤0.01%
750
1259
$12K ﹤0.01%
50
1260
$12K ﹤0.01%
115
+49
1261
$11.9K ﹤0.01%
158
-20
1262
$11.9K ﹤0.01%
476
+7
1263
$11.9K ﹤0.01%
100
1264
$11.8K ﹤0.01%
186
+1
1265
$11.8K ﹤0.01%
75
1266
$11.8K ﹤0.01%
300
1267
$11.7K ﹤0.01%
313
1268
$11.5K ﹤0.01%
161
+1
1269
$11.5K ﹤0.01%
298
+16
1270
$11.4K ﹤0.01%
832
1271
$11.3K ﹤0.01%
291
+10
1272
$11.2K ﹤0.01%
100
+1
1273
$11.2K ﹤0.01%
72
1274
$11.2K ﹤0.01%
100
1275
$11.1K ﹤0.01%
600
+500
49 50
51
52 53