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
1451
$1.62K ﹤0.01%
+16
1452
$1.61K ﹤0.01%
+34
1453
$1.61K ﹤0.01%
+390
1454
$1.59K ﹤0.01%
+100
1455
$1.54K ﹤0.01%
+74
1456
$1.5K ﹤0.01%
+975
1457
$1.48K ﹤0.01%
+30
1458
$1.45K ﹤0.01%
+58
1459
$1.41K ﹤0.01%
+38
1460
$1.41K ﹤0.01%
+40
1461
$1.39K ﹤0.01%
+8
1462
$1.38K ﹤0.01%
+50
1463
$1.36K ﹤0.01%
+84
1464
$1.34K ﹤0.01%
+19
1465
$1.33K ﹤0.01%
+77
1466
$1.32K ﹤0.01%
+96
1467
$1.31K ﹤0.01%
+50
1468
$1.29K ﹤0.01%
+9
1469
$1.26K ﹤0.01%
+24
1470
$1.25K ﹤0.01%
+34
1471
$1.23K ﹤0.01%
+25
1472
$1.22K ﹤0.01%
+14
1473
$1.2K ﹤0.01%
+39
1474
$1.18K ﹤0.01%
+21
1475
$1.15K ﹤0.01%
+31
57 58
59
60 61