SS
Sunbelt Securities Portfolio holdings
AUM
$1.13B
1-Year Return
16.93%
This Quarter Return
+22.51%
1 Year Return
+16.93%
3 Year Return
+73.76%
5 Year Return
+127.58%
10 Year Return
+230.77%
AUM
$291M
AUM Growth
-$2.04B
(-88%)
Cap. Flow
-$2.13B
Cap. Flow
% of AUM
-733.3%
Top 10 Holdings %
Top 10 Hldgs %
22.65%
Holding
405
New
33
Increased
80
Reduced
160
Closed
110
Top Buys
Top Sells
| 1 |
Innovator US Equity Buffer ETF January
BJAN
|
$387M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$168M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$162M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
$162M |
| 5 |
Schwab International Equity ETF
SCHF
|
$137M |
Sector Composition
| 1 | Technology | 12.28% |
| 2 | Financials | 10.31% |
| 3 | Healthcare | 7.7% |
| 4 | Consumer Discretionary | 7.27% |
| 5 | Communication Services | 5.67% |
