SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,827
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.89M
3
+$1.75M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.66M
5
C icon
Citigroup
C
+$1.46M

Top Sells

1
+$2.48M
2
+$1.4M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$1.15M
5
EXE
Expand Energy Corp
EXE
+$1M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$1.82K ﹤0.01%
16
1477
$1.82K ﹤0.01%
8
1478
$1.79K ﹤0.01%
44
1479
$1.78K ﹤0.01%
18
1480
$1.78K ﹤0.01%
70
1481
$1.76K ﹤0.01%
29
1482
$1.7K ﹤0.01%
21
1483
$1.7K ﹤0.01%
200
1484
$1.68K ﹤0.01%
20
-19
1485
$1.66K ﹤0.01%
32
1486
$1.66K ﹤0.01%
38
1487
$1.65K ﹤0.01%
58
-11,003
1488
$1.64K ﹤0.01%
8
1489
$1.63K ﹤0.01%
34
1490
$1.61K ﹤0.01%
9
1491
$1.61K ﹤0.01%
12
1492
$1.58K ﹤0.01%
127
1493
$1.57K ﹤0.01%
10
1494
$1.56K ﹤0.01%
400
1495
$1.55K ﹤0.01%
25
-86
1496
$1.53K ﹤0.01%
20
1497
$1.52K ﹤0.01%
4
1498
$1.51K ﹤0.01%
166
-300
1499
$1.5K ﹤0.01%
16
1500
$1.49K ﹤0.01%
18
58 59
60
61 62