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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
$1.58B
AUM Growth
+$84.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,116
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.94M
3
+$3.18M
4
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$2.93M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.77M

Top Sells

1
+$7.01M
2
+$2.85M
3
+$2.45M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.24M
5
PLTR icon
Palantir
PLTR
+$1.62M

Sector Composition

1 Energy 17.47%
2 Technology 14.01%
3 Financials 6.57%
4 Healthcare 3.45%
5 Consumer Discretionary 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFR icon
176
FT Vest Fund of Buffer ETFs
BUFR
$9.58B
$1.58M 0.1%
46,708
+17,899
MPT
177
Medical Properties Trust
MPT
$2.97B
$1.57M 0.1%
339,768
-18
IFRA icon
178
iShares US Infrastructure ETF
IFRA
$4.22B
$1.57M 0.1%
27,461
+5,059
FIDU icon
179
Fidelity MSCI Industrials Index ETF
FIDU
$2.2B
$1.55M 0.1%
17,923
-1,947
BXSL icon
180
Blackstone Secured Lending
BXSL
$5.55B
$1.55M 0.1%
65,438
+8,840
QTAP icon
181
Innovator Growth Accelerated Plus ETF April
QTAP
$19.1M
$1.51M 0.1%
33,348
-3,331
ORLY icon
182
O'Reilly Automotive
ORLY
$75.4B
$1.51M 0.1%
16,379
+612
WMB icon
183
Williams Companies
WMB
$88.2B
$1.51M 0.1%
20,725
+7
PANW icon
184
Palo Alto Networks
PANW
$228B
$1.5M 0.09%
9,364
+4,331
RSPF icon
185
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$279M
$1.49M 0.09%
20,838
+1,752
SHOP icon
186
Shopify
SHOP
$140B
$1.49M 0.09%
12,527
+2,326
UNH icon
187
UnitedHealth
UNH
$371B
$1.47M 0.09%
5,429
+4,013
TCAF icon
188
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.01B
$1.46M 0.09%
40,919
-262
BAC icon
189
Bank of America
BAC
$398B
$1.44M 0.09%
29,564
-480
ABT icon
190
Abbott
ABT
$154B
$1.43M 0.09%
13,905
-329
STWD icon
191
Starwood Property Trust
STWD
$6.3B
$1.43M 0.09%
82,768
+20,240
WCBR
192
WisdomTree Cybersecurity Fund
WCBR
$91.7M
$1.42M 0.09%
56,747
-21,970
EOS
193
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
$1.41M 0.09%
69,019
-18,346
HON icon
194
Honeywell
HON
$140B
$1.4M 0.09%
6,208
-33
BUFZ icon
195
FT Vest Laddered Moderate Buffer ETF
BUFZ
$968M
$1.4M 0.09%
53,231
-14,953
UPS icon
196
United Parcel Service
UPS
$91.9B
$1.39M 0.09%
14,150
+942
LOW icon
197
Lowe's Companies
LOW
$124B
$1.39M 0.09%
5,879
+130
OKE icon
198
Oneok
OKE
$57.1B
$1.38M 0.09%
15,311
+957
ORCL icon
199
Oracle
ORCL
$530B
$1.38M 0.09%
9,351
+1,207
IIPR icon
200
Innovative Industrial Properties
IIPR
$1.75B
$1.36M 0.09%
27,131
+1,371
6 7
8
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