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
451
$185K 0.03%
+2,145
452
$183K 0.03%
+6,638
453
$182K 0.03%
24,040
454
$182K 0.03%
+4,582
455
$182K 0.03%
+5,216
456
$181K 0.03%
+5,868
457
$180K 0.03%
+4,160
458
$178K 0.03%
+1,332
459
$174K 0.03%
3,744
-2,364
460
$173K 0.03%
+515
461
$172K 0.03%
5,000
-2,280
462
$172K 0.03%
5,526
+161
463
$171K 0.03%
+825
464
$170K 0.03%
1,703
-2,196
465
$169K 0.03%
+2,696
466
$168K 0.03%
6,616
-22,351
467
$168K 0.03%
+1,125
468
$167K 0.03%
+7,960
469
$167K 0.03%
+3,743
470
$166K 0.03%
+5,237
471
$164K 0.03%
+243
472
$163K 0.03%
1,625
-1,558
473
$162K 0.03%
6,220
-3,080
474
$161K 0.03%
+994
475
$160K 0.03%
+1,772
17 18
19
20 21