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
626
$84.1K 0.01%
+332
627
$83.9K 0.01%
+2,464
628
$82.9K 0.01%
+4,801
629
$82.8K 0.01%
+3,920
630
$82.8K 0.01%
10,000
631
$82.3K 0.01%
+2,114
632
$81.8K 0.01%
+3,353
633
$80.9K 0.01%
+1,509
634
$80.6K 0.01%
+427
635
$80.6K 0.01%
+795
636
$80.4K 0.01%
+878
637
$80.1K 0.01%
1,293
-7,322
638
$79.8K 0.01%
+3,390
639
$79.2K 0.01%
+868
640
$78.8K 0.01%
+908
641
$77.9K 0.01%
+3,603
642
$77.6K 0.01%
+2,298
643
$77.2K 0.01%
+1,470
644
$77K 0.01%
+2,200
645
$76.8K 0.01%
+3,170
646
$76.7K 0.01%
+438
647
$76.3K 0.01%
+1,013
648
$76.1K 0.01%
+4,368
649
$75.3K 0.01%
+1,542
650
$75.2K 0.01%
2,658
-17,307
24 25
26
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