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
1126
$10.2K ﹤0.01%
+65
1127
$10.1K ﹤0.01%
+1,000
1128
$10.1K ﹤0.01%
+23
1129
$10K ﹤0.01%
+154
1130
$9.92K ﹤0.01%
+839
1131
$9.83K ﹤0.01%
+618
1132
$9.8K ﹤0.01%
+315
1133
$9.76K ﹤0.01%
+198
1134
$9.74K ﹤0.01%
+1,000
1135
$9.72K ﹤0.01%
+76
1136
$9.63K ﹤0.01%
+800
1137
$9.62K ﹤0.01%
+1,600
1138
$9.6K ﹤0.01%
+101
1139
$9.57K ﹤0.01%
+300
1140
$9.52K ﹤0.01%
+131
1141
$9.43K ﹤0.01%
+252
1142
$9.38K ﹤0.01%
+145
1143
$9.34K ﹤0.01%
+56
1144
$9.33K ﹤0.01%
+354
1145
$9.32K ﹤0.01%
+443
1146
$9.27K ﹤0.01%
+177
1147
$9.24K ﹤0.01%
+700
1148
$9.19K ﹤0.01%
+182
1149
$9.18K ﹤0.01%
+350
1150
$9.13K ﹤0.01%
+418