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
1576
$2.5K ﹤0.01%
+42
1577
$2.49K ﹤0.01%
130
+1
1578
$2.48K ﹤0.01%
+65
1579
$2.42K ﹤0.01%
35
1580
$2.42K ﹤0.01%
140
1581
$2.4K ﹤0.01%
+117
1582
$2.4K ﹤0.01%
400
1583
$2.4K ﹤0.01%
27
1584
$2.39K ﹤0.01%
110
1585
$2.39K ﹤0.01%
+9
1586
$2.38K ﹤0.01%
+117
1587
$2.38K ﹤0.01%
160
+2
1588
$2.36K ﹤0.01%
36
+1
1589
$2.34K ﹤0.01%
137
1590
$2.34K ﹤0.01%
18
1591
$2.32K ﹤0.01%
16
1592
$2.31K ﹤0.01%
88
1593
$2.27K ﹤0.01%
23
1594
$2.23K ﹤0.01%
32
1595
$2.23K ﹤0.01%
66
-9
1596
$2.23K ﹤0.01%
16
1597
$2.18K ﹤0.01%
95
1598
$2.17K ﹤0.01%
355
1599
$2.14K ﹤0.01%
232
-144
1600
$2.13K ﹤0.01%
+13
62 63
64
65 66