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
1751
$412 ﹤0.01%
17
-7,111
1752
$408 ﹤0.01%
+14
1753
$405 ﹤0.01%
+6
1754
$393 ﹤0.01%
4
1755
$372 ﹤0.01%
27
-13
1756
$371 ﹤0.01%
13
1757
$366 ﹤0.01%
27
1758
$362 ﹤0.01%
14
1759
$357 ﹤0.01%
2
1760
$354 ﹤0.01%
25
1761
$349 ﹤0.01%
7
1762
$327 ﹤0.01%
4
1763
$324 ﹤0.01%
8
1764
$319 ﹤0.01%
70
1765
$312 ﹤0.01%
9
-2,380
1766
$303 ﹤0.01%
27
-1
1767
$292 ﹤0.01%
2
1768
$291 ﹤0.01%
384
1769
$287 ﹤0.01%
11
-30
1770
$281 ﹤0.01%
100
1771
$266 ﹤0.01%
8
1772
$259 ﹤0.01%
5
1773
$256 ﹤0.01%
200
1774
$252 ﹤0.01%
11
1775
$247 ﹤0.01%
15
-50
69 70
71
72 73