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
1576
$275 ﹤0.01%
+7
1577
$274 ﹤0.01%
+10
1578
$273 ﹤0.01%
+4
1579
$272 ﹤0.01%
+84
1580
$265 ﹤0.01%
+2
1581
$247 ﹤0.01%
+219
1582
$246 ﹤0.01%
+50
1583
$232 ﹤0.01%
+30
1584
$230 ﹤0.01%
+5
1585
$226 ﹤0.01%
+34
1586
$225 ﹤0.01%
+6
1587
$218 ﹤0.01%
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1588
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1589
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1590
$187 ﹤0.01%
+5
1591
$183 ﹤0.01%
+3,467
1592
$180 ﹤0.01%
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1593
$177 ﹤0.01%
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1594
$177 ﹤0.01%
+20
1595
$174 ﹤0.01%
+4
1596
$168 ﹤0.01%
+11
1597
$167 ﹤0.01%
+100
1598
$167 ﹤0.01%
+7
1599
$151 ﹤0.01%
+27
1600
$146 ﹤0.01%
+40