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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
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
+$7.77M
2
+$6.45M
3
+$5.85M
4
BSTP icon
Innovator Buffer Step-Up Strategy ETF
BSTP
+$4.67M
5
AAPL icon
Apple
AAPL
+$3.11M

Top Sells

1
+$5.01M
2
+$3.65M
3
+$2.45M
4
XBOC icon
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
+$1.93M
5
QTOC icon
Innovator Growth Accelerated Plus ETF October
QTOC
+$1.89M

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
1776
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1777
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1778
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1779
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1780
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-1,498
1781
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1782
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1783
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1784
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1785
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1786
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1787
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0
1788
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1789
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-394
1790
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1791
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-150
1792
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1793
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1794
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1795
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1796
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1797
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1798
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1799
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-39
1800
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-40
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