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
1451
$4.7K ﹤0.01%
80
1452
$4.66K ﹤0.01%
194
1453
$4.65K ﹤0.01%
26
+13
1454
$4.63K ﹤0.01%
92
+51
1455
$4.63K ﹤0.01%
45
+12
1456
$4.61K ﹤0.01%
54
1457
$4.59K ﹤0.01%
+149
1458
$4.58K ﹤0.01%
29
1459
$4.56K ﹤0.01%
345
1460
$4.56K ﹤0.01%
24
1461
$4.56K ﹤0.01%
44
+12
1462
$4.56K ﹤0.01%
363
-26
1463
$4.51K ﹤0.01%
147
-1
1464
$4.49K ﹤0.01%
297
+3
1465
$4.48K ﹤0.01%
22
1466
$4.46K ﹤0.01%
+79
1467
$4.45K ﹤0.01%
30
-15
1468
$4.43K ﹤0.01%
200
1469
$4.42K ﹤0.01%
500
1470
$4.32K ﹤0.01%
197
+1
1471
$4.31K ﹤0.01%
+97
1472
$4.29K ﹤0.01%
+83
1473
$4.27K ﹤0.01%
85
1474
$4.27K ﹤0.01%
118
1475
$4.21K ﹤0.01%
29
57 58
59
60 61