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
1776
$242 ﹤0.01%
2
-217
1777
$229 ﹤0.01%
28
1778
$214 ﹤0.01%
+40
1779
$204 ﹤0.01%
1
1780
$203 ﹤0.01%
30
1781
$203 ﹤0.01%
4
1782
$203 ﹤0.01%
15
1783
$202 ﹤0.01%
5
1784
$202 ﹤0.01%
40
1785
$201 ﹤0.01%
40
1786
$199 ﹤0.01%
1
1787
$198 ﹤0.01%
4
1788
$198 ﹤0.01%
10
1789
$183 ﹤0.01%
6
1790
$182 ﹤0.01%
27
1791
$180 ﹤0.01%
9
1792
$179 ﹤0.01%
237
1793
$179 ﹤0.01%
84
1794
$176 ﹤0.01%
28
1795
$165 ﹤0.01%
100
1796
$163 ﹤0.01%
23
1797
$140 ﹤0.01%
+130
1798
$129 ﹤0.01%
+10
1799
$128 ﹤0.01%
9
1800
$116 ﹤0.01%
9