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
1526
$3.35K ﹤0.01%
20
1527
$3.34K ﹤0.01%
10
1528
$3.34K ﹤0.01%
+82
1529
$3.32K ﹤0.01%
1,350
-327
1530
$3.31K ﹤0.01%
120
1531
$3.29K ﹤0.01%
81
1532
$3.25K ﹤0.01%
195
1533
$3.23K ﹤0.01%
+6
1534
$3.22K ﹤0.01%
45
+37
1535
$3.21K ﹤0.01%
296
1536
$3.17K ﹤0.01%
86
1537
$3.14K ﹤0.01%
+103
1538
$3.11K ﹤0.01%
46
+1
1539
$3.1K ﹤0.01%
300
1540
$3.09K ﹤0.01%
134
1541
$3.09K ﹤0.01%
52
1542
$3.08K ﹤0.01%
54
1543
$3.07K ﹤0.01%
+40
1544
$3.06K ﹤0.01%
297
-91
1545
$3K ﹤0.01%
+22
1546
$2.96K ﹤0.01%
123
1547
$2.96K ﹤0.01%
280
1548
$2.95K ﹤0.01%
950
1549
$2.95K ﹤0.01%
49
1550
$2.87K ﹤0.01%
54
60 61
62
63 64