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
951
$20.8K ﹤0.01%
+69
952
$20.6K ﹤0.01%
+210
953
$20.6K ﹤0.01%
+600
954
$20.5K ﹤0.01%
+722
955
$20.4K ﹤0.01%
+182
956
$20.2K ﹤0.01%
+430
957
$20.2K ﹤0.01%
+311
958
$20K ﹤0.01%
+130
959
$20K ﹤0.01%
+188
960
$20K ﹤0.01%
+336
961
$20K ﹤0.01%
+1,047
962
$19.8K ﹤0.01%
+800
963
$19.8K ﹤0.01%
+684
964
$19.7K ﹤0.01%
+507
965
$19.6K ﹤0.01%
+460
966
$19.6K ﹤0.01%
+826
967
$19.4K ﹤0.01%
+300
968
$19.4K ﹤0.01%
+385
969
$19.2K ﹤0.01%
+557
970
$19.1K ﹤0.01%
+197
971
$19.1K ﹤0.01%
+1,197
972
$19K ﹤0.01%
+2,371
973
$18.9K ﹤0.01%
+88
974
$18.7K ﹤0.01%
+88
975
$18.6K ﹤0.01%
+142