We are live on ! Find out more
SAM

Secure Asset Management Portfolio holdings

AUM $631M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.85M
3
+$4.57M
4
META icon
Meta Platforms (Facebook)
META
+$4.41M
5
NVDA icon
NVIDIA
NVDA
+$4.28M

Top Sells

1
+$3.25M
2
+$2.64M
3
+$2.29M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.14M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.82M

Sector Composition

1 Technology 17.71%
2 Consumer Discretionary 3.64%
3 Communication Services 3.16%
4 Energy 2.93%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18.8K ﹤0.01%
+17,135
277
$11K ﹤0.01%
+144
278
– –
-247
279
– –
-25,225
280
– –
-16,904
281
– –
-2,664
282
– –
-9,264
283
– –
-5,304
284
– –
-14,114
285
– –
-3,459
286
– –
-30,454
287
– –
-4,330
288
– –
-3,124
289
– –
-5,890
290
– –
-1,428
291
– –
-1,156
292
– –
-1,804
293
– –
-1,576
294
– –
-13,328
295
– –
-3,024
296
– –
-2,956
297
– –
-5,630
298
– –
-841
299
– –
-4,365
300
– –
-3,442
9 10 11
12
13