SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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 11.58%
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
1001
$16.8K ﹤0.01%
+788
1002
$16.6K ﹤0.01%
+176
1003
$16.6K ﹤0.01%
+230
1004
$16.6K ﹤0.01%
+305
1005
$16.4K ﹤0.01%
+642
1006
$16.3K ﹤0.01%
+200
1007
$16.2K ﹤0.01%
+400
1008
$15.8K ﹤0.01%
+931
1009
$15.7K ﹤0.01%
+238
1010
$15.7K ﹤0.01%
+385
1011
$15.7K ﹤0.01%
+140
1012
$15.7K ﹤0.01%
+108
1013
$15.7K ﹤0.01%
+525
1014
$15.6K ﹤0.01%
+122
1015
$15.6K ﹤0.01%
+3,636
1016
$15.5K ﹤0.01%
+292
1017
$15.3K ﹤0.01%
+1,466
1018
$15.3K ﹤0.01%
+76
1019
$15.3K ﹤0.01%
+481
1020
$15.3K ﹤0.01%
+949
1021
$15.3K ﹤0.01%
+80
1022
$15.2K ﹤0.01%
+427
1023
$15.2K ﹤0.01%
+158
1024
$15.2K ﹤0.01%
+1,435
1025
$15.2K ﹤0.01%
+2,575