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
826
$33.4K 0.01%
+483
827
$33.2K 0.01%
+3,780
828
$32.9K 0.01%
+947
829
$32.9K 0.01%
+111
830
$32.9K 0.01%
+816
831
$32.5K 0.01%
+1,054
832
$32.5K 0.01%
+305
833
$32.4K 0.01%
+653
834
$32.3K 0.01%
+144
835
$32.3K 0.01%
+420
836
$32.3K 0.01%
+323
837
$32.3K 0.01%
+2,362
838
$32.1K 0.01%
+863
839
$32.1K 0.01%
+307
840
$31.8K 0.01%
+1,350
841
$31.7K 0.01%
+594
842
$31.7K 0.01%
+1,276
843
$31.6K 0.01%
+4,580
844
$31.3K 0.01%
+870
845
$31.3K 0.01%
+2,850
846
$31.1K 0.01%
+319
847
$31.1K 0.01%
+610
848
$31.1K 0.01%
+5,938
849
$31K 0.01%
+1,000
850
$31K 0.01%
+215
32 33
34
35 36