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

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
651
$75K 0.01%
+1,105
652
$74.7K 0.01%
+322
653
$74.2K 0.01%
+751
654
$74.1K 0.01%
+2,292
655
$74K 0.01%
+150
656
$74K 0.01%
+575
657
$73.3K 0.01%
+2,167
658
$73.2K 0.01%
+2,365
659
$72.8K 0.01%
+1,523
660
$72.7K 0.01%
+1,340
661
$72.6K 0.01%
+4,572
662
$72.1K 0.01%
+3,093
663
$71.7K 0.01%
+866
664
$71.4K 0.01%
+1,197
665
$71K 0.01%
+1,000
666
$70.9K 0.01%
+3,128
667
$70.5K 0.01%
+616
668
$70.3K 0.01%
+937
669
$70.2K 0.01%
+2,210
670
$69.9K 0.01%
+1,666
671
$69.5K 0.01%
+517
672
$69.4K 0.01%
+2,035
673
$69.3K 0.01%
+1,959
674
$69.2K 0.01%
+1,475
675
$68.4K 0.01%
+1,158