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
1276
$8.16K ﹤0.01%
+274
1277
$8.04K ﹤0.01%
123
-147
1278
$8.01K ﹤0.01%
58
1279
$7.99K ﹤0.01%
146
1280
$7.87K ﹤0.01%
100
1281
$7.81K ﹤0.01%
+157
1282
$7.75K ﹤0.01%
208
+1
1283
$7.74K ﹤0.01%
1,045
-15,512
1284
$7.63K ﹤0.01%
350
1285
$7.63K ﹤0.01%
56
-96
1286
$7.55K ﹤0.01%
325
1287
$7.53K ﹤0.01%
375
1288
$7.45K ﹤0.01%
135
1289
$7.43K ﹤0.01%
6
+5
1290
$7.22K ﹤0.01%
484
-15
1291
$7.21K ﹤0.01%
100
1292
$7.2K ﹤0.01%
199
1293
$7.19K ﹤0.01%
64
1294
$7.14K ﹤0.01%
2,350
1295
$7.13K ﹤0.01%
356
+12
1296
$7.13K ﹤0.01%
981
+14
1297
$7.1K ﹤0.01%
475
1298
$7.08K ﹤0.01%
230
-1,723
1299
$7.03K ﹤0.01%
132
+100
1300
$6.98K ﹤0.01%
245
-4,800
50 51
52
53 54