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
1826
$33 ﹤0.01%
+7
1827
– –
0
1828
$27 ﹤0.01%
1
1829
$27 ﹤0.01%
+13
1830
$25 ﹤0.01%
3
1831
$22 ﹤0.01%
1
-1
1832
$16 ﹤0.01%
33
1833
$16 ﹤0.01%
1
1834
$14 ﹤0.01%
1
1835
$14 ﹤0.01%
1
1836
$12 ﹤0.01%
1
1837
– –
0
1838
$9 ﹤0.01%
1
1839
$7 ﹤0.01%
1
1840
– –
0
1841
$4 ﹤0.01%
1
-30
1842
$2 ﹤0.01%
+1
1843
$1 ﹤0.01%
13
1844
– –
0
1845
– –
-4,232
1846
– –
-225
1847
– –
-367
1848
– –
-4
1849
– –
-1,825
1850
– –
0
72 73
74
75 76