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
1051
$13.4K ﹤0.01%
+4,390
1052
$13.4K ﹤0.01%
+242
1053
$13.3K ﹤0.01%
+204
1054
$13.2K ﹤0.01%
+74
1055
$13.1K ﹤0.01%
+71
1056
$13K ﹤0.01%
+577
1057
$12.9K ﹤0.01%
+255
1058
$12.9K ﹤0.01%
+1,236
1059
$12.9K ﹤0.01%
+150
1060
$12.9K ﹤0.01%
+600
1061
$12.9K ﹤0.01%
+400
1062
$12.8K ﹤0.01%
+556
1063
$12.8K ﹤0.01%
+200
1064
$12.8K ﹤0.01%
+2,500
1065
$12.8K ﹤0.01%
+215
1066
$12.8K ﹤0.01%
+1,194
1067
$12.7K ﹤0.01%
+806
1068
$12.6K ﹤0.01%
+272
1069
$12.6K ﹤0.01%
+660
1070
$12.5K ﹤0.01%
+79
1071
$12.4K ﹤0.01%
+374
1072
$12.4K ﹤0.01%
+780
1073
$12.3K ﹤0.01%
+183
1074
$12.2K ﹤0.01%
+515
1075
$12.1K ﹤0.01%
+82
41 42
43
44 45