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
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.36%
2 Healthcare 8.83%
3 Consumer Staples 5.48%
4 Industrials 4.98%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$194K 0.14%
+16,098
152
$186K 0.13%
+10,524
153
$168K 0.12%
+10,830
154
$168K 0.12%
+10,075
155
$144K 0.1%
+2,010
156
$138K 0.1%
+12,757
157
$93K 0.07%
+3,800
158
$28K 0.02%
+10,000