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
926
$22.8K ﹤0.01%
+296
927
$22.6K ﹤0.01%
+2,200
928
$22.5K ﹤0.01%
+193
929
$22.4K ﹤0.01%
+2,750
930
$22.3K ﹤0.01%
+619
931
$22.3K ﹤0.01%
+200
932
$22.2K ﹤0.01%
+4,000
933
$22.1K ﹤0.01%
+213
934
$22.1K ﹤0.01%
+296
935
$22.1K ﹤0.01%
+465
936
$22K ﹤0.01%
+209
937
$21.8K ﹤0.01%
+132
938
$21.6K ﹤0.01%
+600
939
$21.6K ﹤0.01%
+88
940
$21.4K ﹤0.01%
+864
941
$21.1K ﹤0.01%
+2,000
942
$21.1K ﹤0.01%
+135
943
$21K ﹤0.01%
+360
944
$21K ﹤0.01%
+308
945
$21K ﹤0.01%
+400
946
$20.9K ﹤0.01%
+109
947
$20.9K ﹤0.01%
+1,500
948
$20.9K ﹤0.01%
+339
949
$20.8K ﹤0.01%
+675
950
$20.8K ﹤0.01%
+510
36 37
38
39 40