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
601
$93.1K 0.02%
+2,160
602
$92.7K 0.01%
+1,000
603
$90.9K 0.01%
+1,822
604
$90.9K 0.01%
+1,136
605
$90.7K 0.01%
+451
606
$90.1K 0.01%
17,229
+3,500
607
$90K 0.01%
+710
608
$90K 0.01%
+1,843
609
$88.5K 0.01%
+1,697
610
$88.1K 0.01%
+1,822
611
$87.6K 0.01%
+390
612
$87.3K 0.01%
+3,767
613
$87.1K 0.01%
+3,465
614
$86.5K 0.01%
+8,950
615
$86.5K 0.01%
+1,670
616
$86.5K 0.01%
+1,067
617
$86.2K 0.01%
+2,172
618
$86K 0.01%
+4,000
619
$85.5K 0.01%
+1,370
620
$85.5K 0.01%
+2,222
621
$85.2K 0.01%
+2,678
622
$84.9K 0.01%
+1,943
623
$84.9K 0.01%
+330
624
$84.5K 0.01%
+2,043
625
$84.2K 0.01%
+306
23 24
25
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