SAM

Secure Asset Management Portfolio holdings

AUM $606M
1-Year Est. Return 22.75%
This Quarter Est. Return
1 Year Est. Return
+22.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$41.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.26%
2 Healthcare 6.02%
3 Financials 4.07%
4 Industrials 3.19%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,764
227
-26,866