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
$622M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,652
New
Increased
Reduced
Closed

Top Buys

1
+$6.65M
2
+$5.98M
3
+$4.69M
4
MSFT icon
Microsoft
MSFT
+$3.96M
5
XBJA icon
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
+$3.09M

Top Sells

1
+$3.03M
2
+$2.67M
3
+$1.94M
4
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$1.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.43M

Sector Composition

1 Technology 11.59%
2 Energy 6.73%
3 Financials 6.26%
4 Healthcare 5.81%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$209K 0.03%
7,538
-5,014
427
$209K 0.03%
4,686
428
$208K 0.03%
3,446
+33
429
$205K 0.03%
5,837
+54
430
$205K 0.03%
+640
431
$204K 0.03%
14,075
-671
432
$203K 0.03%
2,220
-14
433
$203K 0.03%
1,934
-1,183
434
$203K 0.03%
+4,035
435
$202K 0.03%
4,094
436
$201K 0.03%
+6,331
437
$201K 0.03%
3,007
-144
438
$199K 0.03%
2,007
-2,380
439
$198K 0.03%
+2,188
440
$196K 0.03%
+4,856
441
$196K 0.03%
+1,486
442
$194K 0.03%
10,182
+4
443
$193K 0.03%
+1,853
444
$193K 0.03%
+1,187
445
$192K 0.03%
8,150
-750
446
$192K 0.03%
+3,874
447
$190K 0.03%
+2,294
448
$190K 0.03%
+9,768
449
$190K 0.03%
+6,727
450
$189K 0.03%
590
+3
16 17
18
19 20