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

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
1526
$682 ﹤0.01%
+42
1527
$675 ﹤0.01%
+70
1528
$645 ﹤0.01%
+7
1529
$642 ﹤0.01%
+100
1530
$639 ﹤0.01%
+9
1531
$638 ﹤0.01%
+25
1532
$636 ﹤0.01%
+30
1533
$616 ﹤0.01%
+14
1534
$604 ﹤0.01%
+21
1535
$586 ﹤0.01%
+18
1536
$581 ﹤0.01%
+6
1537
$580 ﹤0.01%
+4
1538
$576 ﹤0.01%
+16
1539
$572 ﹤0.01%
+7
1540
$552 ﹤0.01%
+17
1541
$531 ﹤0.01%
+18
1542
$531 ﹤0.01%
+14
1543
$528 ﹤0.01%
+30
1544
$528 ﹤0.01%
+11
1545
$514 ﹤0.01%
+12
1546
$507 ﹤0.01%
+19
1547
$500 ﹤0.01%
+7
1548
$482 ﹤0.01%
+250
1549
$474 ﹤0.01%
+15
1550
$455 ﹤0.01%
+50