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
1151
$9.11K ﹤0.01%
+281
1152
$9.04K ﹤0.01%
+110
1153
$9.01K ﹤0.01%
+456
1154
$8.99K ﹤0.01%
+90
1155
$8.98K ﹤0.01%
+422
1156
$8.98K ﹤0.01%
+65
1157
$8.98K ﹤0.01%
+5,473
1158
$8.97K ﹤0.01%
+237
1159
$8.97K ﹤0.01%
+240
1160
$8.95K ﹤0.01%
+409
1161
$8.95K ﹤0.01%
+216
1162
$8.91K ﹤0.01%
+250
1163
$8.91K ﹤0.01%
+76
1164
$8.79K ﹤0.01%
+171
1165
$8.77K ﹤0.01%
+200
1166
$8.76K ﹤0.01%
+293
1167
$8.72K ﹤0.01%
+75
1168
$8.7K ﹤0.01%
+13
1169
$8.7K ﹤0.01%
+100
1170
$8.7K ﹤0.01%
+550
1171
$8.66K ﹤0.01%
+63
1172
$8.65K ﹤0.01%
+457
1173
$8.61K ﹤0.01%
+200
1174
$8.58K ﹤0.01%
+400
1175
$8.56K ﹤0.01%
+51