SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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
1551
$2.83K ﹤0.01%
69
+1
1552
$2.83K ﹤0.01%
123
1553
$2.82K ﹤0.01%
85
1554
$2.81K ﹤0.01%
30
1555
$2.73K ﹤0.01%
+72
1556
$2.73K ﹤0.01%
60
-5,760
1557
$2.72K ﹤0.01%
1,000
1558
$2.71K ﹤0.01%
58
1559
$2.69K ﹤0.01%
+11
1560
$2.66K ﹤0.01%
39
1561
$2.64K ﹤0.01%
109
+32
1562
$2.63K ﹤0.01%
145
1563
$2.61K ﹤0.01%
221
1564
$2.61K ﹤0.01%
400
1565
$2.59K ﹤0.01%
111
1566
$2.59K ﹤0.01%
38
1567
$2.56K ﹤0.01%
50
1568
$2.56K ﹤0.01%
49
-96
1569
$2.54K ﹤0.01%
+17
1570
$2.54K ﹤0.01%
100
1571
$2.54K ﹤0.01%
520
-450
1572
$2.53K ﹤0.01%
100
1573
$2.52K ﹤0.01%
212
+84
1574
$2.5K ﹤0.01%
41
1575
$2.5K ﹤0.01%
+19
61 62
63
64 65