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
1701
$787 ﹤0.01%
+26
1702
$784 ﹤0.01%
75
1703
$765 ﹤0.01%
19
-10
1704
$760 ﹤0.01%
32
1705
$755 ﹤0.01%
25
1706
$723 ﹤0.01%
84
1707
$722 ﹤0.01%
63
1708
$718 ﹤0.01%
25
1709
$709 ﹤0.01%
+3
1710
$704 ﹤0.01%
18
1711
$696 ﹤0.01%
25
1712
$688 ﹤0.01%
25
1713
$687 ﹤0.01%
+14
1714
$687 ﹤0.01%
+36
1715
$686 ﹤0.01%
+13
1716
$681 ﹤0.01%
385
1717
$676 ﹤0.01%
+19
1718
$670 ﹤0.01%
99
1719
$664 ﹤0.01%
23
1720
$656 ﹤0.01%
50
1721
$643 ﹤0.01%
37
1722
$638 ﹤0.01%
30
1723
$636 ﹤0.01%
5
1724
$615 ﹤0.01%
12
-582
1725
$611 ﹤0.01%
11
-429
67 68
69
70 71