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
1301
$9.21K ﹤0.01%
132
+9
1302
$9.16K ﹤0.01%
2,475
+1,275
1303
$9.11K ﹤0.01%
350
1304
$9.07K ﹤0.01%
50
+18
1305
$8.98K ﹤0.01%
288
1306
$8.96K ﹤0.01%
49
+25
1307
$8.93K ﹤0.01%
121
1308
$8.91K ﹤0.01%
72
1309
$8.9K ﹤0.01%
400
-450
1310
$8.89K ﹤0.01%
146
1311
$8.89K ﹤0.01%
350
1312
$8.89K ﹤0.01%
187
-15
1313
$8.88K ﹤0.01%
100
1314
$8.85K ﹤0.01%
432
-52
1315
$8.67K ﹤0.01%
1,147
+52
1316
$8.67K ﹤0.01%
35
+12
1317
$8.64K ﹤0.01%
+100
1318
$8.64K ﹤0.01%
443
1319
$8.62K ﹤0.01%
50
1320
$8.61K ﹤0.01%
6
1321
$8.61K ﹤0.01%
1,011
+14
1322
$8.45K ﹤0.01%
90
-11
1323
$8.44K ﹤0.01%
+325
1324
$8.44K ﹤0.01%
572
-152
1325
$8.4K ﹤0.01%
+536
51 52
53
54 55