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
1251
$9.32K ﹤0.01%
380
1252
$9.28K ﹤0.01%
1,000
-37
1253
$9.23K ﹤0.01%
99
-96
1254
$9.19K ﹤0.01%
217
1255
$9.15K ﹤0.01%
224
1256
$9.14K ﹤0.01%
200
1257
$9.07K ﹤0.01%
106
+2
1258
$9.02K ﹤0.01%
1,677
1259
$9.01K ﹤0.01%
443
1260
$8.94K ﹤0.01%
152
1261
$8.73K ﹤0.01%
96
-124
1262
$8.73K ﹤0.01%
116
+1
1263
$8.61K ﹤0.01%
1,600
1264
$8.6K ﹤0.01%
145
-26
1265
$8.5K ﹤0.01%
71
+1
1266
$8.48K ﹤0.01%
3,432
1267
$8.42K ﹤0.01%
517
1268
$8.42K ﹤0.01%
350
1269
$8.35K ﹤0.01%
283
+3
1270
$8.28K ﹤0.01%
146
1271
$8.27K ﹤0.01%
150
-100
1272
$8.26K ﹤0.01%
47
+1
1273
$8.23K ﹤0.01%
1,919
-2,483
1274
$8.21K ﹤0.01%
105
1275
$8.2K ﹤0.01%
162
49 50
51
52 53