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
1426
$5.12K ﹤0.01%
200
+3
1427
$5.11K ﹤0.01%
+250
1428
$5.11K ﹤0.01%
98
1429
$5.1K ﹤0.01%
16
1430
$5.1K ﹤0.01%
180
+100
1431
$5.09K ﹤0.01%
+84
1432
$5.08K ﹤0.01%
203
1433
$5.07K ﹤0.01%
38
+18
1434
$5.07K ﹤0.01%
+200
1435
$5K ﹤0.01%
98
1436
$4.97K ﹤0.01%
44
-100
1437
$4.97K ﹤0.01%
112
-159
1438
$4.93K ﹤0.01%
307
1439
$4.92K ﹤0.01%
100
1440
$4.91K ﹤0.01%
+74
1441
$4.91K ﹤0.01%
240
1442
$4.91K ﹤0.01%
51
1443
$4.89K ﹤0.01%
21
-149
1444
$4.88K ﹤0.01%
84
1445
$4.88K ﹤0.01%
230
1446
$4.84K ﹤0.01%
163
1447
$4.78K ﹤0.01%
+187
1448
$4.77K ﹤0.01%
160
1449
$4.76K ﹤0.01%
113
1450
$4.74K ﹤0.01%
+96
56 57
58
59 60