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
901
$24.6K ﹤0.01%
+357
902
$24.5K ﹤0.01%
+189
903
$24.4K ﹤0.01%
+500
904
$24.4K ﹤0.01%
+392
905
$24.3K ﹤0.01%
+343
906
$24.1K ﹤0.01%
+580
907
$24.1K ﹤0.01%
+476
908
$24K ﹤0.01%
+242
909
$23.9K ﹤0.01%
+127
910
$23.8K ﹤0.01%
+123
911
$23.7K ﹤0.01%
+1,184
912
$23.7K ﹤0.01%
+446
913
$23.5K ﹤0.01%
+1,000
914
$23.4K ﹤0.01%
+434
915
$23.4K ﹤0.01%
+471
916
$23.2K ﹤0.01%
+670
917
$23.2K ﹤0.01%
+530
918
$23.2K ﹤0.01%
+555
919
$23.1K ﹤0.01%
+87
920
$23.1K ﹤0.01%
+303
921
$23K ﹤0.01%
+304
922
$22.9K ﹤0.01%
+61
923
$22.9K ﹤0.01%
+618
924
$22.9K ﹤0.01%
+253
925
$22.9K ﹤0.01%
+578