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
1626
$1.7K ﹤0.01%
101
1627
$1.69K ﹤0.01%
25
1628
$1.65K ﹤0.01%
1,015
1629
$1.64K ﹤0.01%
34
1630
$1.62K ﹤0.01%
600
1631
$1.6K ﹤0.01%
+26
1632
$1.56K ﹤0.01%
+28
1633
$1.53K ﹤0.01%
14
1634
$1.51K ﹤0.01%
+59
1635
$1.5K ﹤0.01%
13
-1
1636
$1.5K ﹤0.01%
24
1637
$1.48K ﹤0.01%
50
1638
$1.47K ﹤0.01%
50
1639
$1.46K ﹤0.01%
38
1640
$1.45K ﹤0.01%
+31
1641
$1.44K ﹤0.01%
45
-110
1642
$1.44K ﹤0.01%
23
1643
$1.43K ﹤0.01%
100
1644
$1.43K ﹤0.01%
77
1645
$1.39K ﹤0.01%
69
1646
$1.39K ﹤0.01%
43
1647
$1.37K ﹤0.01%
11
1648
$1.37K ﹤0.01%
+11
1649
$1.36K ﹤0.01%
200
1650
$1.35K ﹤0.01%
+34
64 65
66
67 68