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
501
$143K 0.02%
+1,174
502
$143K 0.02%
+2,953
503
$142K 0.02%
+3,615
504
$142K 0.02%
+1,070
505
$142K 0.02%
+1,882
506
$140K 0.02%
+1,909
507
$140K 0.02%
+698
508
$140K 0.02%
+2,718
509
$138K 0.02%
+4,268
510
$137K 0.02%
+6,897
511
$136K 0.02%
+2,785
512
$136K 0.02%
+742
513
$135K 0.02%
+4,380
514
$135K 0.02%
+671
515
$134K 0.02%
+7,177
516
$133K 0.02%
5,285
-8,360
517
$133K 0.02%
+3,520
518
$132K 0.02%
+3,355
519
$131K 0.02%
+5,330
520
$131K 0.02%
+1,600
521
$130K 0.02%
2,064
-2,006
522
$130K 0.02%
+328
523
$129K 0.02%
+1,445
524
$129K 0.02%
+2,022
525
$128K 0.02%
+3,150
19 20
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