SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.9M
3
+$1.84M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.8M
5
C icon
Citigroup
C
+$1.7M

Top Sells

1
+$2.55M
2
+$1.43M
3
+$1.33M
4
ATVI
Activision Blizzard
ATVI
+$1.28M
5
RNG icon
RingCentral
RNG
+$1.07M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$5.86K ﹤0.01%
236
+130
1277
$5.86K ﹤0.01%
138
-19
1278
$5.84K ﹤0.01%
175
1279
$5.84K ﹤0.01%
797
+15
1280
$5.81K ﹤0.01%
135
1281
$5.81K ﹤0.01%
162
1282
$5.8K ﹤0.01%
30
1283
$5.79K ﹤0.01%
500
1284
$5.75K ﹤0.01%
198
1285
$5.72K ﹤0.01%
325
1286
$5.6K ﹤0.01%
200
1287
$5.59K ﹤0.01%
180
1288
$5.55K ﹤0.01%
350
1289
$5.52K ﹤0.01%
197
1290
$5.49K ﹤0.01%
32
1291
$5.48K ﹤0.01%
300
1292
$5.43K ﹤0.01%
48
1293
$5.38K ﹤0.01%
50
1294
$5.36K ﹤0.01%
28
1295
$5.34K ﹤0.01%
242
1296
$5.34K ﹤0.01%
154
+4
1297
$5.33K ﹤0.01%
300
1298
$5.32K ﹤0.01%
23
+1
1299
$5.3K ﹤0.01%
36
+5
1300
$5.29K ﹤0.01%
146
-1,415
50 51
52
53 54