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
1476
$1.13K ﹤0.01%
+1,898
1477
$1.12K ﹤0.01%
+13
1478
$1.1K ﹤0.01%
+18
1479
$1.1K ﹤0.01%
+10
1480
$1.1K ﹤0.01%
+48
1481
$1.08K ﹤0.01%
+8
1482
$1.07K ﹤0.01%
+127
1483
$1.06K ﹤0.01%
+31
1484
$1.06K ﹤0.01%
+27
1485
$1.05K ﹤0.01%
+41
1486
– –
0
1487
$1.04K ﹤0.01%
+11
1488
$1.04K ﹤0.01%
+10
1489
$999 ﹤0.01%
+15
1490
$988 ﹤0.01%
+392
1491
$987 ﹤0.01%
+12
1492
$984 ﹤0.01%
+300
1493
$975 ﹤0.01%
+37
1494
$969 ﹤0.01%
+14
1495
$961 ﹤0.01%
+4
1496
$960 ﹤0.01%
+70
1497
$950 ﹤0.01%
+100
1498
$934 ﹤0.01%
+56
1499
$933 ﹤0.01%
+42
1500
$931 ﹤0.01%
+22
58 59
60
61 62