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
551
$114K 0.02%
+1,582
552
$114K 0.02%
+1,191
553
$112K 0.02%
+560
554
$112K 0.02%
+788
555
$111K 0.02%
+2,772
556
$111K 0.02%
+2,062
557
$110K 0.02%
+2,133
558
$109K 0.02%
+643
559
$108K 0.02%
19,933
+432
560
$108K 0.02%
+841
561
$108K 0.02%
+1,359
562
$107K 0.02%
+3,475
563
$107K 0.02%
+2,272
564
$107K 0.02%
+1,353
565
$107K 0.02%
+3,914
566
$106K 0.02%
+2,500
567
$106K 0.02%
+3,328
568
$106K 0.02%
+274
569
$105K 0.02%
+2,070
570
$105K 0.02%
+1,962
571
$105K 0.02%
+251
572
$105K 0.02%
+3,554
573
$104K 0.02%
+637
574
$103K 0.02%
+999
575
$103K 0.02%
+9,332
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