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
1401
$5.83K ﹤0.01%
143
+91
1402
$5.78K ﹤0.01%
+111
1403
$5.74K ﹤0.01%
350
1404
$5.72K ﹤0.01%
+295
1405
$5.71K ﹤0.01%
39
-32
1406
$5.67K ﹤0.01%
155
1407
$5.61K ﹤0.01%
89
1408
$5.6K ﹤0.01%
159
+55
1409
$5.57K ﹤0.01%
282
1410
$5.57K ﹤0.01%
92
1411
$5.5K ﹤0.01%
565
1412
$5.48K ﹤0.01%
+110
1413
$5.47K ﹤0.01%
+30
1414
$5.46K ﹤0.01%
155
1415
$5.45K ﹤0.01%
294
1416
$5.43K ﹤0.01%
28
+10
1417
$5.4K ﹤0.01%
+60
1418
$5.38K ﹤0.01%
300
1419
$5.35K ﹤0.01%
505
1420
$5.34K ﹤0.01%
+150
1421
$5.31K ﹤0.01%
68
-364
1422
$5.29K ﹤0.01%
+80
1423
$5.28K ﹤0.01%
62
1424
$5.17K ﹤0.01%
33
1425
$5.15K ﹤0.01%
+32
55 56
57
58 59