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
876
$27.6K ﹤0.01%
+1,128
877
$27.5K ﹤0.01%
+300
878
$27.5K ﹤0.01%
+1,390
879
$27.3K ﹤0.01%
+394
880
$27.3K ﹤0.01%
+228
881
$26.9K ﹤0.01%
30,930
882
$26.8K ﹤0.01%
+1,812
883
$26.8K ﹤0.01%
+1,768
884
$26.7K ﹤0.01%
+236
885
$26.5K ﹤0.01%
+486
886
$26.2K ﹤0.01%
+839
887
$26.1K ﹤0.01%
+1,140
888
$25.9K ﹤0.01%
+940
889
$25.7K ﹤0.01%
+920
890
$25.5K ﹤0.01%
+87
891
$25.3K ﹤0.01%
810
-15,815
892
$25.3K ﹤0.01%
+942
893
$25.2K ﹤0.01%
+539
894
$25.2K ﹤0.01%
+31
895
$25.1K ﹤0.01%
+402
896
$25.1K ﹤0.01%
+490
897
$25K ﹤0.01%
+580
898
$25K ﹤0.01%
+681
899
$24.9K ﹤0.01%
+73
900
$24.8K ﹤0.01%
+1,300