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
1101
$11.2K ﹤0.01%
+250
1102
$11.1K ﹤0.01%
+416
1103
$11K ﹤0.01%
+107
1104
$11K ﹤0.01%
+100
1105
$11K ﹤0.01%
+59
1106
$11K ﹤0.01%
+190
1107
$10.8K ﹤0.01%
+1,000
1108
$10.8K ﹤0.01%
+344
1109
$10.8K ﹤0.01%
+161
1110
$10.8K ﹤0.01%
+185
1111
$10.8K ﹤0.01%
+750
1112
$10.8K ﹤0.01%
+144
1113
$10.7K ﹤0.01%
+49
1114
$10.7K ﹤0.01%
+500
1115
$10.6K ﹤0.01%
+269
1116
$10.5K ﹤0.01%
+496
1117
$10.5K ﹤0.01%
+134
1118
$10.4K ﹤0.01%
+1,000
1119
$10.4K ﹤0.01%
+200
1120
$10.3K ﹤0.01%
+387
1121
$10.3K ﹤0.01%
+887
1122
$10.3K ﹤0.01%
+180
1123
$10.3K ﹤0.01%
+253
1124
$10.3K ﹤0.01%
+68
1125
$10.2K ﹤0.01%
+186
43 44
45
46 47