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
1326
$4.29K ﹤0.01%
+52
1327
$4.28K ﹤0.01%
+33
1328
$4.28K ﹤0.01%
+28
1329
$4.23K ﹤0.01%
+64
1330
$4.21K ﹤0.01%
+53
1331
$4.2K ﹤0.01%
+35
1332
$4.16K ﹤0.01%
+53
1333
$4.14K ﹤0.01%
+950
1334
$4.14K ﹤0.01%
+51
1335
$4.14K ﹤0.01%
+19
1336
$4.14K ﹤0.01%
+9
1337
$4.13K ﹤0.01%
+184
1338
$4.06K ﹤0.01%
+79
1339
$4.03K ﹤0.01%
+98
1340
$3.97K ﹤0.01%
+81
1341
$3.96K ﹤0.01%
+113
1342
$3.92K ﹤0.01%
+165
1343
$3.92K ﹤0.01%
+345
1344
$3.86K ﹤0.01%
+200
1345
$3.8K ﹤0.01%
+263
1346
$3.78K ﹤0.01%
+12
1347
$3.78K ﹤0.01%
+40
1348
$3.78K ﹤0.01%
+68
1349
$3.77K ﹤0.01%
+200
1350
$3.71K ﹤0.01%
+80
52 53
54
55 56