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
726
$54.2K 0.01%
+1,190
727
$54K 0.01%
6,250
+3,125
728
$53.9K 0.01%
1,842
-8,487
729
$53.8K 0.01%
+260
730
$53.6K 0.01%
+2,550
731
$53.3K 0.01%
+1,230
732
$53K 0.01%
+3,000
733
$53K 0.01%
+326
734
$53K 0.01%
+2,650
735
$52.8K 0.01%
+1,293
736
$52.6K 0.01%
+9,162
737
$52.5K 0.01%
+1,962
738
$52K 0.01%
+211
739
$51.8K 0.01%
+990
740
$51.8K 0.01%
+8,031
741
$51.7K 0.01%
+1,472
742
$50.2K 0.01%
+242
743
$50K 0.01%
+900
744
$50K 0.01%
+2,000
745
$49.6K 0.01%
+247
746
$49.5K 0.01%
+2,006
747
$49.3K 0.01%
+752
748
$49.1K 0.01%
+799
749
$49.1K 0.01%
+4,500
750
$48.9K 0.01%
+600
28 29
30
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