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
1201
$11.9K ﹤0.01%
200
1202
$11.9K ﹤0.01%
615
1203
$11.8K ﹤0.01%
500
1204
$11.7K ﹤0.01%
136
1205
$11.7K ﹤0.01%
218
+155
1206
$11.6K ﹤0.01%
750
+200
1207
$11.6K ﹤0.01%
100
1208
$11.6K ﹤0.01%
500
-419
1209
$11.6K ﹤0.01%
+50
1210
$11.5K ﹤0.01%
463
+7
1211
$11.5K ﹤0.01%
+114
1212
$11.5K ﹤0.01%
125
1213
$11.4K ﹤0.01%
313
+1
1214
$11.4K ﹤0.01%
185
+1
1215
$11.4K ﹤0.01%
303
+203
1216
$11K ﹤0.01%
300
1217
$11K ﹤0.01%
832
1218
$11K ﹤0.01%
104
1219
$11K ﹤0.01%
177
1220
$10.9K ﹤0.01%
485
1221
$10.6K ﹤0.01%
103
1222
$10.6K ﹤0.01%
281
+2
1223
$10.6K ﹤0.01%
187
+3
1224
$10.5K ﹤0.01%
75
1225
$10.5K ﹤0.01%
48