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
1176
$8.51K ﹤0.01%
+258
1177
$8.51K ﹤0.01%
+91
1178
$8.51K ﹤0.01%
+500
1179
$8.49K ﹤0.01%
+50
1180
$8.42K ﹤0.01%
+695
1181
$8.4K ﹤0.01%
+260
1182
$8.36K ﹤0.01%
+156
1183
$8.27K ﹤0.01%
+37
1184
$8.2K ﹤0.01%
+100
1185
$8.19K ﹤0.01%
+162
1186
$8.18K ﹤0.01%
+225
1187
$8.15K ﹤0.01%
+374
1188
$8.13K ﹤0.01%
+250
1189
$8.12K ﹤0.01%
+200
1190
$8.09K ﹤0.01%
+207
1191
$8.01K ﹤0.01%
+325
1192
$7.98K ﹤0.01%
+475
1193
$7.97K ﹤0.01%
+146
1194
$7.91K ﹤0.01%
250
-7,320
1195
$7.88K ﹤0.01%
14,000
1196
$7.88K ﹤0.01%
+73
1197
$7.79K ﹤0.01%
+97
1198
$7.77K ﹤0.01%
+289
1199
$7.76K ﹤0.01%
+150
1200
$7.73K ﹤0.01%
+11
46 47
48
49 50