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
1651
$1.35K ﹤0.01%
3
1652
$1.35K ﹤0.01%
30
-36
1653
$1.32K ﹤0.01%
+12
1654
$1.31K ﹤0.01%
+37
1655
$1.25K ﹤0.01%
40
1656
$1.24K ﹤0.01%
10
1657
$1.24K ﹤0.01%
16
1658
$1.23K ﹤0.01%
123
1659
$1.19K ﹤0.01%
+6
1660
$1.18K ﹤0.01%
5
1661
$1.18K ﹤0.01%
6
-230
1662
$1.18K ﹤0.01%
15
1663
$1.18K ﹤0.01%
37
1664
$1.16K ﹤0.01%
+19
1665
$1.16K ﹤0.01%
+10
1666
$1.16K ﹤0.01%
9
1667
$1.15K ﹤0.01%
50
1668
$1.14K ﹤0.01%
13
1669
$1.13K ﹤0.01%
25
1670
$1.12K ﹤0.01%
21
+17
1671
$1.08K ﹤0.01%
480
1672
$1.08K ﹤0.01%
497
-302
1673
$1.08K ﹤0.01%
102
1674
$1.07K ﹤0.01%
8
+1
1675
$1.06K ﹤0.01%
13
65 66
67
68 69