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
1326
$8.39K ﹤0.01%
1,800
+100
1327
$8.32K ﹤0.01%
+100
1328
$8.3K ﹤0.01%
24
+17
1329
$8.3K ﹤0.01%
160
+1
1330
$8.3K ﹤0.01%
274
1331
$8.29K ﹤0.01%
+220
1332
$8.28K ﹤0.01%
162
1333
$8.25K ﹤0.01%
175
1334
$8.18K ﹤0.01%
163
1335
$8.18K ﹤0.01%
116
1336
$8.18K ﹤0.01%
374
+3
1337
$8.16K ﹤0.01%
375
1338
$8.14K ﹤0.01%
27
1339
$8.07K ﹤0.01%
1,027
+277
1340
$8K ﹤0.01%
252
1341
$7.94K ﹤0.01%
56
1342
$7.94K ﹤0.01%
156
1343
$7.91K ﹤0.01%
44
+15
1344
$7.87K ﹤0.01%
150
1345
$7.78K ﹤0.01%
169
1346
$7.74K ﹤0.01%
163
+3
1347
$7.7K ﹤0.01%
475
1348
$7.69K ﹤0.01%
105
1349
$7.68K ﹤0.01%
400
1350
$7.56K ﹤0.01%
36
+15
52 53
54
55 56