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
1076
$12K ﹤0.01%
+1,000
1077
$12K ﹤0.01%
+400
1078
$12K ﹤0.01%
+68
1079
$12K ﹤0.01%
+269
1080
$12K ﹤0.01%
+389
1081
$12K ﹤0.01%
+810
1082
$12K ﹤0.01%
+541
1083
$11.9K ﹤0.01%
+300
1084
$11.8K ﹤0.01%
+72
1085
$11.8K ﹤0.01%
+100
1086
$11.8K ﹤0.01%
+105
1087
$11.8K ﹤0.01%
+377
1088
$11.7K ﹤0.01%
+36
1089
$11.7K ﹤0.01%
+487
1090
$11.5K ﹤0.01%
+1,000
1091
$11.5K ﹤0.01%
+296
1092
$11.5K ﹤0.01%
+64
1093
$11.4K ﹤0.01%
+465
1094
$11.4K ﹤0.01%
+186
1095
$11.4K ﹤0.01%
+143
1096
$11.3K ﹤0.01%
+100
1097
$11.3K ﹤0.01%
+600
1098
$11.2K ﹤0.01%
+148
1099
$11.2K ﹤0.01%
+719
1100
$11.2K ﹤0.01%
+1,000