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
526
$127K 0.02%
+283
527
$127K 0.02%
+5,082
528
$126K 0.02%
+1,359
529
$126K 0.02%
10,000
530
$126K 0.02%
+5,000
531
$125K 0.02%
+3,736
532
$124K 0.02%
+3,867
533
$124K 0.02%
+2,486
534
$124K 0.02%
+1,936
535
$124K 0.02%
+1,088
536
$123K 0.02%
+6,467
537
$123K 0.02%
+3,696
538
$122K 0.02%
+2,145
539
$122K 0.02%
+2,056
540
$122K 0.02%
+2,240
541
$122K 0.02%
+2,694
542
$120K 0.02%
+1,709
543
$120K 0.02%
+1,305
544
$119K 0.02%
+404
545
$118K 0.02%
+1,599
546
$118K 0.02%
+8,797
547
$117K 0.02%
+526
548
$117K 0.02%
+3,442
549
$116K 0.02%
+4,007
550
$115K 0.02%
+4,338
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