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
1276
$10.9K ﹤0.01%
457
+11
1277
$10.9K ﹤0.01%
126
+1
1278
$10.7K ﹤0.01%
217
1279
$10.7K ﹤0.01%
525
-130
1280
$10.5K ﹤0.01%
3,400
1281
$10.4K ﹤0.01%
112
1282
$10.4K ﹤0.01%
424
1283
$10.3K ﹤0.01%
254
-49
1284
$10.2K ﹤0.01%
69
+52
1285
$10K ﹤0.01%
210
+1
1286
$10K ﹤0.01%
+338
1287
$9.98K ﹤0.01%
103
1288
$9.95K ﹤0.01%
177
1289
$9.79K ﹤0.01%
51
1290
$9.74K ﹤0.01%
213
1291
$9.71K ﹤0.01%
450
1292
$9.69K ﹤0.01%
288
+5
1293
$9.66K ﹤0.01%
+1,200
1294
$9.62K ﹤0.01%
224
1295
$9.54K ﹤0.01%
48
1296
$9.51K ﹤0.01%
58
1297
$9.47K ﹤0.01%
200
1298
$9.39K ﹤0.01%
+606
1299
$9.31K ﹤0.01%
1,000
1300
$9.3K ﹤0.01%
94
50 51
52
53 54