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
801
$39.3K 0.01%
+146
802
$38.4K 0.01%
+763
803
$38.2K 0.01%
+1,700
804
$37.9K 0.01%
+730
805
$37.3K 0.01%
+75
806
$37.2K 0.01%
+3,666
807
$36.8K 0.01%
+1,136
808
$36.5K 0.01%
+1,019
809
$35.9K 0.01%
+1,300
810
$35.8K 0.01%
+308
811
$35.8K 0.01%
+798
812
$35.7K 0.01%
+1,650
813
$35.6K 0.01%
+819
814
$35.4K 0.01%
+1,152
815
$35.3K 0.01%
+1,320
816
$35.1K 0.01%
+500
817
$34.8K 0.01%
+3,128
818
$34.8K 0.01%
+596
819
$34.6K 0.01%
+2,000
820
$34.5K 0.01%
+1,800
821
$34.5K 0.01%
+356
822
$34.4K 0.01%
+1,154
823
$34.2K 0.01%
+762
824
$33.9K 0.01%
+2,867
825
$33.5K 0.01%
+212
31 32
33
34 35