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
$372M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.24%
2 Healthcare 3.88%
3 Consumer Discretionary 3.78%
4 Consumer Staples 3.58%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-35,940