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
1376
$6.54K ﹤0.01%
36
+13
1377
$6.54K ﹤0.01%
52
1378
$6.49K ﹤0.01%
+95
1379
$6.47K ﹤0.01%
+24
1380
$6.29K ﹤0.01%
48
1381
$6.28K ﹤0.01%
+198
1382
$6.27K ﹤0.01%
139
1383
$6.27K ﹤0.01%
86
1384
$6.25K ﹤0.01%
300
1385
$6.21K ﹤0.01%
1,185
+57
1386
$6.19K ﹤0.01%
197
1387
$6.09K ﹤0.01%
+46
1388
$6.09K ﹤0.01%
317
1389
$6.08K ﹤0.01%
200
1390
$6.06K ﹤0.01%
200
1391
$6.06K ﹤0.01%
32
-15
1392
$6.03K ﹤0.01%
200
1393
$6.02K ﹤0.01%
450
+250
1394
$6K ﹤0.01%
50
1395
$6K ﹤0.01%
3,406
1396
$5.92K ﹤0.01%
1,030
1397
$5.9K ﹤0.01%
12
1398
$5.88K ﹤0.01%
29
1399
$5.86K ﹤0.01%
216
+16
1400
$5.85K ﹤0.01%
517
54 55
56
57 58