SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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 11.58%
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
1351
$3.66K ﹤0.01%
+150
1352
$3.65K ﹤0.01%
+802
1353
$3.62K ﹤0.01%
+85
1354
$3.59K ﹤0.01%
+100
1355
$3.59K ﹤0.01%
+500
1356
$3.57K ﹤0.01%
+39
1357
$3.54K ﹤0.01%
+347
1358
$3.51K ﹤0.01%
+18
1359
$3.44K ﹤0.01%
+44
1360
$3.43K ﹤0.01%
+84
1361
$3.42K ﹤0.01%
+142
1362
$3.42K ﹤0.01%
+100
1363
$3.39K ﹤0.01%
+118
1364
$3.38K ﹤0.01%
+129
1365
$3.38K ﹤0.01%
+128
1366
$3.37K ﹤0.01%
+129
1367
$3.36K ﹤0.01%
+195
1368
$3.35K ﹤0.01%
+11
1369
$3.28K ﹤0.01%
+195
1370
$3.28K ﹤0.01%
+53
1371
$3.23K ﹤0.01%
+122
1372
$3.22K ﹤0.01%
+225
1373
$3.21K ﹤0.01%
+3,060
1374
$3.17K ﹤0.01%
+16
1375
$3.16K ﹤0.01%
+81
53 54
55
56 57