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

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
851
$30.9K 0.01%
+613
852
$30.7K ﹤0.01%
+1,629
853
$30.7K ﹤0.01%
+600
854
$30.6K ﹤0.01%
+1,010
855
$30.5K ﹤0.01%
+1,100
856
$30.5K ﹤0.01%
25,390
857
$30K ﹤0.01%
+622
858
$29.9K ﹤0.01%
+1,452
859
$29.7K ﹤0.01%
+484
860
$29.4K ﹤0.01%
+655
861
$29.3K ﹤0.01%
+498
862
$29.2K ﹤0.01%
+860
863
$29.1K ﹤0.01%
+266
864
$28.9K ﹤0.01%
+2,000
865
$28.9K ﹤0.01%
+583
866
$28.7K ﹤0.01%
+704
867
$28.6K ﹤0.01%
+750
868
$28.4K ﹤0.01%
+138
869
$28.4K ﹤0.01%
+2,288
870
$28.3K ﹤0.01%
+58
871
$28.2K ﹤0.01%
+1,740
872
$27.9K ﹤0.01%
+1,750
873
$27.8K ﹤0.01%
+445
874
$27.8K ﹤0.01%
+2,799
875
$27.7K ﹤0.01%
+265