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
576
$102K 0.02%
+6,468
577
$101K 0.02%
+2,332
578
$101K 0.02%
+1,494
579
$101K 0.02%
+516
580
$100K 0.02%
+820
581
$100K 0.02%
+496
582
$99.9K 0.02%
+825
583
$99.6K 0.02%
+3,057
584
$99.2K 0.02%
+9,274
585
$99.1K 0.02%
+1,156
586
$98.1K 0.02%
+611
587
$98K 0.02%
+2,770
588
$97.8K 0.02%
+3,500
589
$97.7K 0.02%
+1,302
590
$97.6K 0.02%
+182
591
$97.5K 0.02%
+3,000
592
$97K 0.02%
+432
593
$96.5K 0.02%
3,821
-4,742
594
$95.2K 0.02%
+2,155
595
$95K 0.02%
+1,008
596
$95K 0.02%
+657
597
$94.3K 0.02%
+424
598
$94.2K 0.02%
+3,058
599
$93.9K 0.02%
+677
600
$93.9K 0.02%
+6,500
22 23
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