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
$146M
AUM Growth
+$4.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$3.06M
3
+$1.83M
4
AAPL icon
Apple
AAPL
+$1.17M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$939K

Top Sells

1
+$4.54M
2
+$2.29M
3
+$2.05M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.27M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.2M

Sector Composition

1 Technology 19.35%
2 Healthcare 5.88%
3 Consumer Staples 4.58%
4 Industrials 3.39%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
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