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
701
$61.1K 0.01%
+5,044
702
$60.6K 0.01%
+1,880
703
$60.2K 0.01%
+1,910
704
$59.9K 0.01%
+945
705
$59.7K 0.01%
+929
706
$58.7K 0.01%
+1,130
707
$58.7K 0.01%
+2,521
708
$57K 0.01%
+4,000
709
$56.8K 0.01%
+6,025
710
$56.6K 0.01%
+5,450
711
$56.6K 0.01%
+4,574
712
$56.4K 0.01%
+1,428
713
$56.2K 0.01%
+1,411
714
$56K 0.01%
+922
715
$56K 0.01%
+1,281
716
$55.9K 0.01%
+940
717
$55.6K 0.01%
+744
718
$55.4K 0.01%
+1,482
719
$55.2K 0.01%
+678
720
$55K 0.01%
+1,808
721
$54.8K 0.01%
+1,900
722
$54.7K 0.01%
+1,000
723
$54.7K 0.01%
+1,355
724
$54.5K 0.01%
+600
725
$54.4K 0.01%
+2,300
27 28
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