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
1201
$7.7K ﹤0.01%
+500
1202
$7.6K ﹤0.01%
+32
1203
$7.5K ﹤0.01%
+92
1204
$7.49K ﹤0.01%
+58
1205
$7.36K ﹤0.01%
+53
1206
$7.35K ﹤0.01%
+87
1207
$7.34K ﹤0.01%
+350
1208
$7.33K ﹤0.01%
+250
1209
$7.31K ﹤0.01%
+275
1210
$7.21K ﹤0.01%
+145
1211
$7.2K ﹤0.01%
+500
1212
$7.15K ﹤0.01%
+146
1213
$7.11K ﹤0.01%
+275
1214
$7.11K ﹤0.01%
+100
1215
$6.99K ﹤0.01%
+275
1216
$6.99K ﹤0.01%
+108
1217
$6.93K ﹤0.01%
+100
1218
$6.87K ﹤0.01%
+144
1219
$6.85K ﹤0.01%
+158
1220
$6.82K ﹤0.01%
+55
1221
$6.81K ﹤0.01%
+1,333
1222
$6.8K ﹤0.01%
+50
1223
$6.76K ﹤0.01%
+130
1224
$6.75K ﹤0.01%
+102
1225
$6.74K ﹤0.01%
+147
47 48
49
50 51