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
1326
$6.2K ﹤0.01%
30
1327
$6.2K ﹤0.01%
156
-24
1328
$6.16K ﹤0.01%
100
1329
$6.13K ﹤0.01%
300
1330
$6.07K ﹤0.01%
48
1331
$6.01K ﹤0.01%
157
+3
1332
$5.98K ﹤0.01%
180
1333
$5.95K ﹤0.01%
317
-283
1334
$5.92K ﹤0.01%
135
1335
$5.88K ﹤0.01%
197
1336
$5.81K ﹤0.01%
325
1337
$5.77K ﹤0.01%
300
1338
$5.77K ﹤0.01%
23
1339
$5.74K ﹤0.01%
+800
1340
$5.74K ﹤0.01%
52
1341
$5.73K ﹤0.01%
203
1342
$5.66K ﹤0.01%
50
1343
$5.58K ﹤0.01%
194
1344
$5.56K ﹤0.01%
500
1345
$5.55K ﹤0.01%
16
-48
1346
$5.54K ﹤0.01%
14
-41
1347
$5.51K ﹤0.01%
138
1348
$5.47K ﹤0.01%
750
1349
$5.46K ﹤0.01%
1,074
+52
1350
$5.39K ﹤0.01%
146
52 53
54
55 56