SAM

Secure Asset Management Portfolio holdings

AUM $635M
1-Year Est. Return 21.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$1.7M
2 +$793K
3 +$572K
4
CI icon
Cigna
CI
+$559K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$531K

Sector Composition

1 Technology 17.38%
2 Healthcare 4.64%
3 Industrials 3.16%
4 Financials 2.93%
5 Consumer Discretionary 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,457