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
1351
$5.38K ﹤0.01%
140
-241
1352
$5.33K ﹤0.01%
4
1353
$5.26K ﹤0.01%
242
1354
$5.24K ﹤0.01%
+160
1355
$5.23K ﹤0.01%
22
-42
1356
$5.2K ﹤0.01%
32
1357
$5.2K ﹤0.01%
350
1358
$5.19K ﹤0.01%
92
1359
$5.18K ﹤0.01%
12
1360
$5.18K ﹤0.01%
97
1361
$5.16K ﹤0.01%
+100
1362
$5.16K ﹤0.01%
52
1363
$5.04K ﹤0.01%
198
1364
$5.02K ﹤0.01%
294
1365
$5K ﹤0.01%
98
1366
$4.95K ﹤0.01%
133
+1
1367
$4.93K ﹤0.01%
200
1368
$4.84K ﹤0.01%
163
+42
1369
$4.83K ﹤0.01%
3,060
1370
$4.81K ﹤0.01%
33
-2,900
1371
$4.8K ﹤0.01%
50
1372
$4.79K ﹤0.01%
97
-116
1373
$4.75K ﹤0.01%
240
1374
$4.74K ﹤0.01%
9
-50
1375
$4.73K ﹤0.01%
155
53 54
55
56 57