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
976
$18.5K ﹤0.01%
+91
977
$18.5K ﹤0.01%
+2,350
978
$18.4K ﹤0.01%
+498
979
$18.4K ﹤0.01%
+600
980
$18.3K ﹤0.01%
+195
981
$18.3K ﹤0.01%
+296
982
$18.3K ﹤0.01%
+502
983
$18.2K ﹤0.01%
+887
984
$18.1K ﹤0.01%
+1,022
985
$18K ﹤0.01%
+304
986
$18K ﹤0.01%
+518
987
$17.9K ﹤0.01%
+175
988
$17.7K ﹤0.01%
+162
989
$17.6K ﹤0.01%
+199
990
$17.6K ﹤0.01%
+220
991
$17.6K ﹤0.01%
+408
992
$17.5K ﹤0.01%
+1,631
993
$17.5K ﹤0.01%
+210
994
$17.4K ﹤0.01%
+122
995
$17.4K ﹤0.01%
+211
996
$17.3K ﹤0.01%
+591
997
$17.3K ﹤0.01%
+470
998
$17.3K ﹤0.01%
+347
999
$17.2K ﹤0.01%
+540
1000
$17K ﹤0.01%
+228