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
1026
$15K ﹤0.01%
+58
1027
$15K ﹤0.01%
1,447
-13,382
1028
$14.9K ﹤0.01%
+172
1029
$14.9K ﹤0.01%
+313
1030
$14.8K ﹤0.01%
+203
1031
$14.7K ﹤0.01%
+926
1032
$14.7K ﹤0.01%
+233
1033
$14.6K ﹤0.01%
+313
1034
$14.4K ﹤0.01%
+340
1035
$14.3K ﹤0.01%
+587
1036
$14.3K ﹤0.01%
+358
1037
$14K ﹤0.01%
+524
1038
$13.9K ﹤0.01%
+1,635
1039
$13.8K ﹤0.01%
+93
1040
$13.8K ﹤0.01%
+429
1041
$13.8K ﹤0.01%
+461
1042
$13.7K ﹤0.01%
+500
1043
$13.7K ﹤0.01%
+518
1044
$13.7K ﹤0.01%
+100
1045
$13.6K ﹤0.01%
+125
1046
$13.6K ﹤0.01%
+241
1047
$13.6K ﹤0.01%
+148
1048
$13.5K ﹤0.01%
+540
1049
$13.5K ﹤0.01%
+84
1050
$13.5K ﹤0.01%
+9