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
1426
$1.97K ﹤0.01%
+32
1427
$1.96K ﹤0.01%
+125
1428
$1.95K ﹤0.01%
+88
1429
$1.94K ﹤0.01%
+5
1430
$1.94K ﹤0.01%
+18
1431
$1.93K ﹤0.01%
+41
1432
$1.92K ﹤0.01%
+65
1433
$1.92K ﹤0.01%
+36
1434
$1.86K ﹤0.01%
+22
1435
$1.86K ﹤0.01%
+82
1436
$1.85K ﹤0.01%
+28
1437
$1.85K ﹤0.01%
+51
1438
$1.79K ﹤0.01%
+300
1439
$1.78K ﹤0.01%
+34
1440
$1.76K ﹤0.01%
+52
1441
$1.75K ﹤0.01%
+12
1442
$1.75K ﹤0.01%
+100
1443
$1.74K ﹤0.01%
+80
1444
$1.73K ﹤0.01%
+450
1445
$1.69K ﹤0.01%
+63
1446
$1.67K ﹤0.01%
+2,000
1447
$1.67K ﹤0.01%
+23
1448
$1.66K ﹤0.01%
+21
1449
$1.65K ﹤0.01%
+133
1450
$1.64K ﹤0.01%
+5
56 57
58
59 60