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
1276
$5.47K ﹤0.01%
+280
1277
$5.41K ﹤0.01%
277,300
1278
$5.39K ﹤0.01%
+97
1279
$5.39K ﹤0.01%
+68
1280
$5.35K ﹤0.01%
+242
1281
$5.35K ﹤0.01%
+202
1282
$5.34K ﹤0.01%
+54
1283
$5.28K ﹤0.01%
+63
1284
$5.22K ﹤0.01%
+150
1285
$5.2K ﹤0.01%
+190
1286
$5.2K ﹤0.01%
+368
1287
$5.2K ﹤0.01%
+197
1288
$5.19K ﹤0.01%
+1,100
1289
$5.14K ﹤0.01%
+180
1290
$5.13K ﹤0.01%
+120
1291
$5.12K ﹤0.01%
627
-1,112
1292
$5.11K ﹤0.01%
+175
1293
$5.1K ﹤0.01%
+86
1294
$5.08K ﹤0.01%
+300
1295
$5.06K ﹤0.01%
+127
1296
$5.05K ﹤0.01%
+4
1297
$4.95K ﹤0.01%
+185
1298
$4.94K ﹤0.01%
+35
1299
$4.94K ﹤0.01%
+98
1300
$4.87K ﹤0.01%
+100
50 51
52
53 54