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
751
$48.9K 0.01%
+1,905
752
$48.8K 0.01%
+192
753
$48.6K 0.01%
+814
754
$48.6K 0.01%
+300
755
$48.4K 0.01%
+1,973
756
$48.3K 0.01%
1,533
-8,397
757
$48.3K 0.01%
+988
758
$48.1K 0.01%
+340
759
$47.8K 0.01%
+1,077
760
$47.6K 0.01%
+170
761
$47K 0.01%
+3,071
762
$46.9K 0.01%
+893
763
$46.8K 0.01%
+1,000
764
$46.5K 0.01%
+1,310
765
$46.5K 0.01%
+2,941
766
$46.2K 0.01%
1,565
-6,010
767
$46.2K 0.01%
+1,170
768
$46.2K 0.01%
+1,430
769
$45.9K 0.01%
1,374
-5,115
770
$45.5K 0.01%
+1,000
771
$45.5K 0.01%
+600
772
$45.4K 0.01%
+736
773
$45.3K 0.01%
+1,036
774
$45.1K 0.01%
+4,714
775
$45K 0.01%
+1,878
29 30
31
32 33