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
1676
$1.03K ﹤0.01%
+32
1677
$1.02K ﹤0.01%
80
1678
$1.01K ﹤0.01%
48
1679
$984 ﹤0.01%
+14
1680
$982 ﹤0.01%
200
1681
$982 ﹤0.01%
30
1682
$974 ﹤0.01%
20
1683
$971 ﹤0.01%
6
1684
$968 ﹤0.01%
50
1685
$966 ﹤0.01%
51
1686
$946 ﹤0.01%
+4
1687
$922 ﹤0.01%
26
1688
$917 ﹤0.01%
40
1689
$901 ﹤0.01%
+100
1690
$898 ﹤0.01%
19
1691
$876 ﹤0.01%
+11
1692
$860 ﹤0.01%
50
-350
1693
$857 ﹤0.01%
+5
1694
$840 ﹤0.01%
+183
1695
$824 ﹤0.01%
181
1696
$822 ﹤0.01%
123
+73
1697
$820 ﹤0.01%
200
1698
$819 ﹤0.01%
27
1699
$799 ﹤0.01%
+2
1700
$794 ﹤0.01%
135
+2
66 67
68
69 70