SAM
Secure Asset Management Portfolio holdings
AUM
$539M
1-Year Return
20.77%
This Quarter Return
+10.9%
1 Year Return
+20.77%
3 Year Return
+72.34%
5 Year Return
+125.65%
10 Year Return
–
AUM
$247M
AUM Growth
+$44.2M
(+22%)
Cap. Flow
+$23.9M
Cap. Flow
% of AUM
9.7%
Top 10 Holdings %
Top 10 Hldgs %
50.41%
Holding
222
New
42
Increased
121
Reduced
37
Closed
17
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$5.61M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.91M |
| 3 |
NVIDIA
NVDA
|
$2.48M |
| 4 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$2.48M |
| 5 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$1.73M |
Top Sells
Sector Composition
| 1 | Technology | 18.4% |
| 2 | Healthcare | 4.43% |
| 3 | Consumer Discretionary | 3.17% |
| 4 | Financials | 3.05% |
| 5 | Industrials | 2.7% |
