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
476
$157K 0.03%
10,829
-3,865
477
$156K 0.03%
+8,942
478
$156K 0.03%
+4,004
479
$155K 0.03%
+3,500
480
$155K 0.02%
+495
481
$154K 0.02%
+8,200
482
$154K 0.02%
+64
483
$153K 0.02%
+953
484
$152K 0.02%
+2,244
485
$152K 0.02%
+3,512
486
$152K 0.02%
+432
487
$151K 0.02%
+6,527
488
$151K 0.02%
+5,142
489
$150K 0.02%
+622
490
$150K 0.02%
+4,317
491
$149K 0.02%
14,668
+416
492
$149K 0.02%
+7,531
493
$148K 0.02%
+677
494
$148K 0.02%
+3,125
495
$148K 0.02%
+4,600
496
$147K 0.02%
+661
497
$146K 0.02%
+509
498
$144K 0.02%
+1,142
499
$144K 0.02%
14,118
+912
500
$144K 0.02%
+8,788
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