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
1351
$7.5K ﹤0.01%
5
+2
1352
$7.41K ﹤0.01%
+63
1353
$7.34K ﹤0.01%
455
-18
1354
$7.28K ﹤0.01%
230
1355
$7.25K ﹤0.01%
245
1356
$7.24K ﹤0.01%
69
1357
$7.23K ﹤0.01%
111
+5
1358
$7.18K ﹤0.01%
174
-25
1359
$7.18K ﹤0.01%
57
1360
$7.17K ﹤0.01%
20
1361
$7.15K ﹤0.01%
100
1362
$7.08K ﹤0.01%
122
1363
$7.03K ﹤0.01%
162
1364
$7K ﹤0.01%
200
+88
1365
$6.99K ﹤0.01%
100
1366
$6.99K ﹤0.01%
79
-518
1367
$6.97K ﹤0.01%
26
-3
1368
$6.95K ﹤0.01%
45
-39
1369
$6.91K ﹤0.01%
2,350
1370
$6.86K ﹤0.01%
103
1371
$6.85K ﹤0.01%
500
1372
$6.78K ﹤0.01%
+278
1373
$6.77K ﹤0.01%
78
1374
$6.73K ﹤0.01%
1,414
-508
1375
$6.56K ﹤0.01%
118
53 54
55
56 57