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
1801
$114 ﹤0.01%
3,467
1802
$106 ﹤0.01%
5
1803
$105 ﹤0.01%
3
1804
$82 ﹤0.01%
17
1805
$82 ﹤0.01%
25
1806
$82 ﹤0.01%
12
+2
1807
$78 ﹤0.01%
13
1808
$77 ﹤0.01%
1
-20
1809
$73 ﹤0.01%
1
1810
$72 ﹤0.01%
8
1811
$72 ﹤0.01%
30
1812
$68 ﹤0.01%
3
1813
$66 ﹤0.01%
17
1814
$65 ﹤0.01%
4
1815
$63 ﹤0.01%
4
1816
$61 ﹤0.01%
2
1817
$60 ﹤0.01%
5
-3
1818
$59 ﹤0.01%
20
1819
$58 ﹤0.01%
4
1820
$57 ﹤0.01%
172
1821
$50 ﹤0.01%
7
1822
$49 ﹤0.01%
3
1823
$49 ﹤0.01%
1
1824
$41 ﹤0.01%
2
-2
1825
$39 ﹤0.01%
33
71 72
73
74 75