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
1526
$1.82K ﹤0.01%
8
1527
$1.81K ﹤0.01%
127
1528
$1.81K ﹤0.01%
12
1529
$1.79K ﹤0.01%
90
1530
$1.79K ﹤0.01%
50
1531
$1.72K ﹤0.01%
38
1532
$1.71K ﹤0.01%
9
1533
$1.68K ﹤0.01%
21
1534
$1.68K ﹤0.01%
20
1535
$1.67K ﹤0.01%
200
1536
$1.66K ﹤0.01%
38
1537
$1.65K ﹤0.01%
480
1538
$1.64K ﹤0.01%
38
1539
$1.63K ﹤0.01%
798
+1
1540
$1.62K ﹤0.01%
+51
1541
$1.61K ﹤0.01%
34
1542
$1.61K ﹤0.01%
1,488
-2,056
1543
$1.58K ﹤0.01%
25
1544
$1.57K ﹤0.01%
14
1545
$1.55K ﹤0.01%
69
1546
$1.52K ﹤0.01%
5
1547
$1.51K ﹤0.01%
29
1548
$1.5K ﹤0.01%
9
-610
1549
$1.48K ﹤0.01%
14
1550
$1.43K ﹤0.01%
12
60 61
62
63 64