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
1476
$4.19K ﹤0.01%
+32
1477
$4.19K ﹤0.01%
44
+1
1478
$4.16K ﹤0.01%
28
1479
$4.13K ﹤0.01%
15
1480
$4.12K ﹤0.01%
92
1481
$4.12K ﹤0.01%
80
1482
$4.1K ﹤0.01%
10
1483
$4.09K ﹤0.01%
350
1484
$4.08K ﹤0.01%
21
1485
$4.04K ﹤0.01%
28
1486
$3.98K ﹤0.01%
+110
1487
$3.96K ﹤0.01%
11
1488
$3.95K ﹤0.01%
252
-219
1489
$3.94K ﹤0.01%
+1,038
1490
$3.88K ﹤0.01%
+27
1491
$3.87K ﹤0.01%
97
1492
$3.84K ﹤0.01%
184
1493
$3.82K ﹤0.01%
212
1494
$3.82K ﹤0.01%
150
-48
1495
$3.81K ﹤0.01%
+110
1496
$3.81K ﹤0.01%
35
+14
1497
$3.8K ﹤0.01%
53
1498
$3.75K ﹤0.01%
42
1499
$3.72K ﹤0.01%
56
1500
$3.71K ﹤0.01%
73
58 59
60
61 62