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
1501
$3.71K ﹤0.01%
120
1502
$3.7K ﹤0.01%
1,396
1503
$3.69K ﹤0.01%
49
1504
$3.69K ﹤0.01%
64
1505
$3.66K ﹤0.01%
+3,000
1506
$3.64K ﹤0.01%
7
+2
1507
$3.63K ﹤0.01%
715
1508
$3.6K ﹤0.01%
60
1509
$3.58K ﹤0.01%
+13
1510
$3.58K ﹤0.01%
118
+1
1511
$3.58K ﹤0.01%
95
1512
$3.56K ﹤0.01%
129
1513
$3.53K ﹤0.01%
17
1514
$3.52K ﹤0.01%
+250
1515
$3.5K ﹤0.01%
+23
1516
$3.49K ﹤0.01%
343
1517
$3.43K ﹤0.01%
134
1518
$3.42K ﹤0.01%
35
1519
$3.42K ﹤0.01%
500
1520
$3.41K ﹤0.01%
34
1521
$3.4K ﹤0.01%
43
1522
$3.39K ﹤0.01%
+100
1523
$3.37K ﹤0.01%
+247
1524
$3.37K ﹤0.01%
17
+12
1525
$3.37K ﹤0.01%
20
-29
59 60
61
62 63