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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
$1.02B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,929
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.94M
3
+$2.5M
4
AMZN icon
Amazon
AMZN
+$1.98M
5
GJUL icon
FT Vest US Equity Moderate Buffer ETF July
GJUL
+$1.46M

Top Sells

1
+$26.3M
2
+$2.02M
3
+$1.9M
4
CGUS icon
Capital Group Core Equity ETF
CGUS
+$1.71M
5
ADBE icon
Adobe
ADBE
+$1.61M

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
1851
– –
-4
1852
– –
-1,825
1853
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0
1854
– –
-720
1855
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-58
1856
– –
-15
1857
– –
-4,663
1858
– –
-225
1859
– –
-500
1860
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-31
1861
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-304
1862
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1863
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-893
1864
– –
-4,452
1865
– –
-6,280
1866
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-593
1867
– –
-592
1868
– –
-4,540
1869
– –
-13,779
1870
– –
-12,049
1871
– –
-2,330
1872
– –
-598
1873
– –
-96
1874
– –
-829
1875
– –
0
73 74
75
76 77