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
$896M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,816
New
Increased
Reduced
Closed

Top Buys

1 +$8.04M
2 +$7.73M
3 +$5.99M
4
BSTP icon
Innovator Buffer Step-Up Strategy ETF
BSTP
+$4.82M
5
AAPL icon
Apple
AAPL
+$2.93M

Sector Composition

1 Technology 13.66%
2 Energy 6.2%
3 Financials 6.16%
4 Industrials 5.62%
5 Healthcare 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$14.6K ﹤0.01%
314
+1
1152
$14.6K ﹤0.01%
923
+886
1153
$14.6K ﹤0.01%
37
1154
$14.6K ﹤0.01%
235
+165
1155
$14.5K ﹤0.01%
127
1156
$14.4K ﹤0.01%
374
-438
1157
$14.4K ﹤0.01%
494
1158
$14.2K ﹤0.01%
171
1159
$14.2K ﹤0.01%
4,000
1160
$14.2K ﹤0.01%
327
1161
$14.1K ﹤0.01%
+218
1162
$14.1K ﹤0.01%
161
1163
$14K ﹤0.01%
2,379
+1,979
1164
$14K ﹤0.01%
182
+10
1165
$13.9K ﹤0.01%
514
+13
1166
$13.8K ﹤0.01%
681
+25
1167
$13.7K ﹤0.01%
190
1168
$13.7K ﹤0.01%
+151
1169
$13.6K ﹤0.01%
139
+1
1170
$13.6K ﹤0.01%
69
1171
$13.6K ﹤0.01%
250
1172
$13.5K ﹤0.01%
232
1173
$13.4K ﹤0.01%
63
-27
1174
$13.4K ﹤0.01%
+84
1175
$13.4K ﹤0.01%
70
+1