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

Top Sells

1
+$5.37M
2
+$3.66M
3
+$2.49M
4
XBOC icon
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
+$1.96M
5
QTOC icon
Innovator Growth Accelerated Plus ETF October
QTOC
+$1.93M

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
1226
$10.5K ﹤0.01%
159
1227
$10.5K ﹤0.01%
271
+1
1228
$10.4K ﹤0.01%
250
1229
$10.4K ﹤0.01%
589
+315
1230
$10.4K ﹤0.01%
208
1231
$10.3K ﹤0.01%
317
-307
1232
$10.3K ﹤0.01%
99
+1
1233
$10.2K ﹤0.01%
446
+2
1234
$10.2K ﹤0.01%
424
1235
$10.1K ﹤0.01%
367
+3
1236
$10.1K ﹤0.01%
1,000
1237
$10.1K ﹤0.01%
+2,750
1238
$10.1K ﹤0.01%
+220
1239
$10.1K ﹤0.01%
+200
1240
$10.1K ﹤0.01%
1,500
1241
$10K ﹤0.01%
225
1242
$10K ﹤0.01%
3,400
1243
$9.96K ﹤0.01%
50
1244
$9.9K ﹤0.01%
+220
1245
$9.85K ﹤0.01%
79
1246
$9.82K ﹤0.01%
+288
1247
$9.81K ﹤0.01%
213
1248
$9.7K ﹤0.01%
211
+1
1249
$9.46K ﹤0.01%
380
1250
$9.41K ﹤0.01%
471
48 49
50
51 52