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
676
$68.4K 0.01%
+54
677
$68.4K 0.01%
+768
678
$68.3K 0.01%
+997
679
$68.2K 0.01%
2,318
-13,825
680
$67.1K 0.01%
+1,613
681
$67K 0.01%
+192
682
$66.4K 0.01%
+1,889
683
$66.2K 0.01%
+720
684
$66K 0.01%
+525
685
$65.4K 0.01%
+430
686
$65.1K 0.01%
+220
687
$64.6K 0.01%
207
-2,624
688
$64.2K 0.01%
+441
689
$63.9K 0.01%
+2,749
690
$63.8K 0.01%
+1,301
691
$63.3K 0.01%
+925
692
$63K 0.01%
+5,060
693
$61.7K 0.01%
+601
694
$61.7K 0.01%
+1,400
695
$61.6K 0.01%
+2,100
696
$61.6K 0.01%
+370
697
$61.5K 0.01%
+2,216
698
$61.5K 0.01%
729
-3,199
699
$61.4K 0.01%
+1,072
700
$61.3K 0.01%
+359
26 27
28
29 30