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
1301
$4.84K ﹤0.01%
+195
1302
$4.82K ﹤0.01%
+114
1303
$4.77K ﹤0.01%
+50
1304
$4.77K ﹤0.01%
+350
1305
$4.75K ﹤0.01%
+31
1306
$4.73K ﹤0.01%
+144
1307
$4.72K ﹤0.01%
+50
1308
$4.66K ﹤0.01%
+194
1309
$4.62K ﹤0.01%
+49
1310
$4.61K ﹤0.01%
+22
1311
$4.58K ﹤0.01%
+50
1312
$4.57K ﹤0.01%
+200
1313
$4.57K ﹤0.01%
+300
1314
$4.57K ﹤0.01%
+300
1315
$4.56K ﹤0.01%
+65
1316
$4.53K ﹤0.01%
+349
1317
$4.46K ﹤0.01%
+59
1318
$4.46K ﹤0.01%
+913
1319
$4.43K ﹤0.01%
+101
1320
$4.38K ﹤0.01%
+20
1321
$4.37K ﹤0.01%
+140
1322
$4.35K ﹤0.01%
+108
1323
$4.33K ﹤0.01%
+385
1324
$4.32K ﹤0.01%
+52
1325
$4.32K ﹤0.01%
+1,688
51 52
53
54 55