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
1451
$3.08K ﹤0.01%
17
1452
$3K ﹤0.01%
23
1453
$2.99K ﹤0.01%
212
1454
$2.99K ﹤0.01%
35
1455
$2.98K ﹤0.01%
134
1456
$2.96K ﹤0.01%
104
1457
$2.94K ﹤0.01%
20
-34
1458
$2.91K ﹤0.01%
+123
1459
$2.9K ﹤0.01%
122
+1
1460
$2.83K ﹤0.01%
34
1461
$2.82K ﹤0.01%
54
1462
$2.81K ﹤0.01%
49
1463
$2.8K ﹤0.01%
32
1464
$2.79K ﹤0.01%
21
-14
1465
$2.77K ﹤0.01%
67
1466
$2.74K ﹤0.01%
85
1467
$2.72K ﹤0.01%
53
1468
$2.71K ﹤0.01%
60
1469
$2.68K ﹤0.01%
45
1470
$2.68K ﹤0.01%
123
1471
$2.66K ﹤0.01%
1,000
1472
$2.64K ﹤0.01%
232
-1
1473
$2.62K ﹤0.01%
38
1474
$2.62K ﹤0.01%
27
1475
$2.6K ﹤0.01%
29
-302
57 58
59
60 61