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
1226
$6.71K ﹤0.01%
+150
1227
$6.69K ﹤0.01%
+71
1228
$6.67K ﹤0.01%
+450
1229
$6.63K ﹤0.01%
+404
1230
$6.53K ﹤0.01%
+100
1231
$6.53K ﹤0.01%
+475
1232
$6.53K ﹤0.01%
+375
1233
$6.46K ﹤0.01%
+85
1234
$6.46K ﹤0.01%
+294
1235
$6.44K ﹤0.01%
+844
1236
$6.41K ﹤0.01%
+157
1237
$6.35K ﹤0.01%
+99
1238
$6.33K ﹤0.01%
+73
1239
$6.3K ﹤0.01%
+100
1240
$6.28K ﹤0.01%
+310
1241
$6.25K ﹤0.01%
+118
1242
$6.23K ﹤0.01%
+67
1243
$6.2K ﹤0.01%
+57
1244
$6.18K ﹤0.01%
+160
1245
$6.15K ﹤0.01%
+215
1246
$6.14K ﹤0.01%
+159
1247
$6.12K ﹤0.01%
+285
1248
$6.11K ﹤0.01%
+266
1249
$6.09K ﹤0.01%
+50
1250
$6.08K ﹤0.01%
+215
48 49
50
51 52