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SAM
Secure Asset Management Portfolio holdings
AUM
$631M
1-Year Est. Return
22.59%
This Fund
S&P 500
1 Year Est. Return
+22.59%
AUM
$592M
AUM Growth
+$64.5M
(+12%)
Holding
320
Top Buys
| 1 | +$5.06M | |
| 2 | +$4.98M | |
| 3 | +$4.97M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$4.85M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.07M |
Top Sells
| 1 | +$4.13M | |
| 2 | +$2.56M | |
| 3 | +$2.28M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$2.02M |
| 5 |
BlackRock MuniYield Michigan Quality Fund
MIY
|
+$1.46M |
Sector Composition
| 1 | Technology | 18.44% |
| 2 | Consumer Discretionary | 3.65% |
| 3 | Communication Services | 3.21% |
| 4 | Healthcare | 3.04% |
| 5 | Consumer Staples | 2.98% |