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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,827
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$1.89M
3
+$1.75M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.66M
5
C icon
Citigroup
C
+$1.46M

Top Sells

1
+$2.48M
2
+$1.4M
3
+$1.28M
4
BAC icon
Bank of America
BAC
+$1.15M
5
EXE
Expand Energy Corp
EXE
+$1M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
-24
1702
– –
-20
1703
– –
-40
1704
– –
-36
1705
– –
-135
1706
– –
0
1707
– –
-200
1708
– –
-29
1709
– –
-84
1710
– –
-12,836
1711
– –
-11,091
1712
– –
-142
1713
– –
-34
1714
– –
-35
1715
– –
-1
1716
– –
-16,194
1717
– –
-39
1718
– –
-29
1719
– –
-450
1720
– –
-50
1721
– –
-195
1722
– –
-185
1723
– –
-178
1724
– –
-18
1725
– –
-113
67 68
69
70 71