SS
Sunbelt Securities Portfolio holdings
AUM
$1.5B
1-Year Est. Return
19.75%
This Fund
S&P 500
1 Year Est. Return
+19.75%
AUM
$1.13B
AUM Growth
+$12.9M
(+1.2%)
Holding
1,921
Top Buys
| 1 | +$4.56M | |
| 2 | +$2.76M | |
| 3 | +$2.46M | |
| 4 |
Johnson & Johnson
JNJ
|
+$2.24M |
| 5 |
Innovator US Equity Buffer ETF April
BAPR
|
+$2M |
Top Sells
| 1 | +$50M | |
| 2 | +$7.52M | |
| 3 | +$5.85M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$3.6M |
| 5 |
Innovator Power Buffer Step-Up Strategy ETF
PSTP
|
+$1.83M |
Sector Composition
| 1 | Technology | 15.66% |
| 2 | Energy | 11% |
| 3 | Consumer Discretionary | 5.36% |
| 4 | Financials | 5.31% |
| 5 | Healthcare | 4.1% |