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
126
$1.73M 0.17%
59,846
-412
127
$1.73M 0.17%
20,486
-496
128
$1.72M 0.17%
61,714
-1,239
129
$1.67M 0.16%
15,238
-513
130
$1.65M 0.16%
35,610
+3,158
131
$1.63M 0.16%
2,790
+24
132
$1.63M 0.16%
30,077
+3,331
133
$1.58M 0.16%
37,540
134
$1.57M 0.15%
6,810
-1,350
135
$1.57M 0.15%
807
-67
136
$1.53M 0.15%
49,557
+23,879
137
$1.53M 0.15%
4,727
-81
138
$1.53M 0.15%
19,049
+8,486
139
$1.51M 0.15%
100,576
+11,510
140
$1.51M 0.15%
10,597
-2,804
141
$1.51M 0.15%
8,400
+2,577
142
$1.51M 0.15%
4,672
+230
143
$1.5M 0.15%
12,586
+1,834
144
$1.47M 0.14%
23,659
+300
145
$1.47M 0.14%
31,581
-583
146
$1.45M 0.14%
49,442
+329
147
$1.45M 0.14%
8,493
+193
148
$1.45M 0.14%
10,180
+418
149
$1.43M 0.14%
3,666
-213
150
$1.43M 0.14%
5,621
4 5
6
7 8