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
1401
$2.52K ﹤0.01%
+33
1402
$2.49K ﹤0.01%
+54
1403
$2.48K ﹤0.01%
+1,289
1404
$2.46K ﹤0.01%
+12
1405
$2.46K ﹤0.01%
+32
1406
$2.45K ﹤0.01%
+200
1407
$2.44K ﹤0.01%
+460
1408
$2.4K ﹤0.01%
+100
1409
$2.4K ﹤0.01%
+25
1410
$2.39K ﹤0.01%
+52
1411
$2.38K ﹤0.01%
+300
1412
$2.34K ﹤0.01%
+88
1413
$2.31K ﹤0.01%
+49
1414
$2.3K ﹤0.01%
+106
1415
$2.27K ﹤0.01%
+112
1416
$2.24K ﹤0.01%
627
1417
$2.22K ﹤0.01%
+162
1418
$2.2K ﹤0.01%
+300
1419
$2.17K ﹤0.01%
+113
1420
$2.12K ﹤0.01%
+1
1421
$2.08K ﹤0.01%
+21
1422
$2.08K ﹤0.01%
+110
1423
$2.02K ﹤0.01%
+140
1424
$2K ﹤0.01%
+16
1425
$1.99K ﹤0.01%
+60
55 56
57
58 59