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
776
$44.6K 0.01%
+789
777
$44.4K 0.01%
+470
778
$44.4K 0.01%
+208
779
$44.2K 0.01%
+1,422
780
$44.2K 0.01%
+1,000
781
$44.2K 0.01%
+3,000
782
$43.7K 0.01%
+274
783
$43.6K 0.01%
+727
784
$43.6K 0.01%
+471
785
$43.5K 0.01%
+1,755
786
$43.4K 0.01%
+481
787
$43.2K 0.01%
+1,380
788
$42.7K 0.01%
+893
789
$42.5K 0.01%
+600
790
$42.5K 0.01%
+591
791
$42.4K 0.01%
+4,000
792
$42.3K 0.01%
+592
793
$42.2K 0.01%
+383
794
$42.1K 0.01%
2,393
-26,511
795
$42.1K 0.01%
+458
796
$41.9K 0.01%
+1,305
797
$41.3K 0.01%
+2,279
798
$41K 0.01%
+1,533
799
$40.2K 0.01%
+2,103
800
$39.4K 0.01%
+822
30 31
32
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