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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
1801
– –
-4
1802
– –
-14
1803
– –
-38
1804
– –
-3,614
1805
– –
-308
1806
– –
-10
1807
– –
-15
1808
– –
-27
1809
– –
-225
1810
– –
-10
1811
$0 ﹤0.01%
124
1812
– –
-7,325
1813
– –
-14,567
1814
– –
-91
1815
– –
-1
1816
– –
-70
1817
– –
-55
1818
$0 ﹤0.01%
800
1819
– –
-344
1820
– –
-100
1821
– –
-150
1822
– –
-1,565
1823
– –
-150
1824
– –
-200
1825
– –
-13,698
69 70 71 72
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