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
1251
$6.01K ﹤0.01%
+69
1252
$6K ﹤0.01%
+203
1253
$6K ﹤0.01%
+50
1254
$6K ﹤0.01%
+155
1255
$5.95K ﹤0.01%
+92
1256
$5.94K ﹤0.01%
+200
1257
$5.91K ﹤0.01%
+200
1258
$5.88K ﹤0.01%
+64
1259
$5.87K ﹤0.01%
+100
1260
$5.85K ﹤0.01%
+200
1261
$5.82K ﹤0.01%
+81
1262
$5.82K ﹤0.01%
+21
1263
$5.81K ﹤0.01%
+30
1264
$5.81K ﹤0.01%
+244
1265
$5.79K ﹤0.01%
+104
1266
$5.64K ﹤0.01%
+122
1267
$5.63K ﹤0.01%
+19
1268
$5.62K ﹤0.01%
+133
1269
$5.59K ﹤0.01%
+245
1270
$5.57K ﹤0.01%
+500
1271
$5.56K ﹤0.01%
+194
1272
$5.54K ﹤0.01%
+500
1273
$5.54K ﹤0.01%
+685
1274
$5.51K ﹤0.01%
+1,200
1275
$5.5K ﹤0.01%
+48