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
1376
$4.72K ﹤0.01%
282
-818
1377
$4.69K ﹤0.01%
21
1378
$4.68K ﹤0.01%
25
1379
$4.64K ﹤0.01%
194
1380
$4.64K ﹤0.01%
113
1381
$4.63K ﹤0.01%
29
-23
1382
$4.59K ﹤0.01%
20
1383
$4.56K ﹤0.01%
35
-24
1384
$4.55K ﹤0.01%
230
1385
$4.55K ﹤0.01%
24
1386
$4.5K ﹤0.01%
80
1387
$4.47K ﹤0.01%
84
1388
$4.42K ﹤0.01%
85
1389
$4.39K ﹤0.01%
239
-34
1390
$4.32K ﹤0.01%
98
1391
$4.29K ﹤0.01%
345
1392
$4.27K ﹤0.01%
350
1393
$4.25K ﹤0.01%
+69
1394
$4.24K ﹤0.01%
300
1395
$4.23K ﹤0.01%
54
1396
$4.19K ﹤0.01%
51
-119
1397
$4.17K ﹤0.01%
184
1398
$4.04K ﹤0.01%
196
+1
1399
$4.03K ﹤0.01%
600
1400
$4.01K ﹤0.01%
86
54 55
56
57 58