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
1376
$3.14K ﹤0.01%
+115
1377
$3.06K ﹤0.01%
+92
1378
$3K ﹤0.01%
+62
1379
$2.95K ﹤0.01%
+14
1380
$2.92K ﹤0.01%
+340
1381
$2.9K ﹤0.01%
+21
1382
$2.89K ﹤0.01%
+200
1383
$2.89K ﹤0.01%
+316
1384
$2.88K ﹤0.01%
+400
1385
$2.85K ﹤0.01%
+100
1386
$2.81K ﹤0.01%
+56
1387
$2.8K ﹤0.01%
+98
1388
$2.77K ﹤0.01%
+30
1389
$2.77K ﹤0.01%
+70
1390
$2.77K ﹤0.01%
+1,000
1391
$2.75K ﹤0.01%
+73
1392
$2.74K ﹤0.01%
+47
1393
$2.72K ﹤0.01%
+85
1394
$2.7K ﹤0.01%
+45
1395
$2.65K ﹤0.01%
+200
1396
$2.65K ﹤0.01%
+63
1397
$2.65K ﹤0.01%
+40
1398
$2.65K ﹤0.01%
+10
1399
$2.56K ﹤0.01%
+111
1400
$2.54K ﹤0.01%
+95
54 55
56
57 58