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
1601
$2.13K ﹤0.01%
10
1602
$2.09K ﹤0.01%
+27
1603
$2.09K ﹤0.01%
132
1604
$2.03K ﹤0.01%
47
1605
$2.01K ﹤0.01%
9
1606
$2.01K ﹤0.01%
+91
1607
$2K ﹤0.01%
12
1608
$1.98K ﹤0.01%
+38
1609
$1.98K ﹤0.01%
9
1610
$1.98K ﹤0.01%
38
1611
$1.96K ﹤0.01%
600
1612
$1.95K ﹤0.01%
22
1613
$1.95K ﹤0.01%
70
1614
$1.91K ﹤0.01%
+37
1615
$1.9K ﹤0.01%
38
1616
$1.89K ﹤0.01%
400
1617
$1.87K ﹤0.01%
17
1618
$1.86K ﹤0.01%
20
1619
$1.81K ﹤0.01%
8
1620
$1.8K ﹤0.01%
+64
1621
$1.8K ﹤0.01%
104
+12
1622
$1.77K ﹤0.01%
8
+3
1623
$1.73K ﹤0.01%
433
+431
1624
$1.72K ﹤0.01%
+10
1625
$1.72K ﹤0.01%
14
63 64
65
66 67