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SAM

Secure Asset Management Portfolio holdings

AUM $714M
1-Year Est. Return 27.91%
This Fund
S&P 500
This Quarter Est. Return
-13.94%
1 Year Est. Return
+27.91%
3 Year Est. Return
+86.53%
5 Year Est. Return
+106.47%
10 Year Est. Return
AUM
$181M
AUM Growth
-$41.3M
Cap. Flow
-$10.2M
Cap. Flow %
-5.66%
Top 10 Hldgs %
48.98%
Holding
227
New
24
Increased
71
Reduced
60
Closed
61
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MYI icon
201
BlackRock MuniYield Quality Fund III
MYI
$714M
-22,576
Closed -$283K
MYN icon
202
BlackRock MuniYield New York Quality Fund
MYN
$371M
-30,320
Closed -$367K
NEA icon
203
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.39B
-17,449
Closed -$229K
NEM icon
204
Newmont
NEM
$135B
-2,553
Closed -$203K
NMZ icon
205
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.15B
-16,716
Closed -$217K
NPK icon
206
National Presto Industries
NPK
$1.09B
-3,909
Closed -$301K
PANW icon
207
Palo Alto Networks
PANW
$303B
-2,058
Closed -$214K
PDI icon
208
PIMCO Dynamic Income Fund
PDI
$7.08B
-31,328
Closed -$763K
PFFA icon
209
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.51B
-27,934
Closed -$673K
SBUX icon
210
Starbucks
SBUX
$123B
-2,371
Closed -$216K
SCHA icon
211
Schwab U.S Small- Cap ETF
SCHA
$22.7B
-17,146
Closed -$406K
SGA icon
212
Saga Communications
SGA
$56.6M
-18,247
Closed -$424K
SKYY icon
213
First Trust Cloud Computing ETF
SKYY
$3.37B
-3,386
Closed -$307K
SUSA icon
214
iShares ESG Optimized MSCI USA ETF
SUSA
$4.14B
-2,592
Closed -$251K
SYK icon
215
Stryker
SYK
$127B
-925
Closed -$247K
TGT icon
216
Target
TGT
$74.1B
-1,549
Closed -$329K
TOLZ icon
217
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$174M
-4,880
Closed -$242K
VCIT icon
218
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
-13,608
Closed -$1.17M
VCLT icon
219
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
-6,098
Closed -$571K
VDC icon
220
Vanguard Consumer Staples ETF
VDC
$7.94B
-1,214
Closed -$238K
VFVA icon
221
Vanguard US Value Factor ETF
VFVA
$943M
-2,551
Closed -$272K
VMO icon
222
Invesco Municipal Opportunity Trust
VMO
$657M
-12,364
Closed -$142K
VPU
223
Vanguard Utilities ETF
VPU
$8.26B
-1,425
Closed -$231K
VTV icon
224
Vanguard Morningstar Value ETF
VTV
$192B
-5,036
Closed -$744K
XME icon
225
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
-6,994
Closed -$429K

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Secure Asset Management's Q2 2022 Portfolio in Review

As of Q2 2022, Secure Asset Management held 227 positions worth $181M, down 19% from $222M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Secure Asset Management withdrew a net $10.2M in Q2 2022, closing 61 positions and reducing 60 holdings. Its most notable exit was WisdomTree Global ex-U.S. Quality Growth Fund, an estimated $1.46M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 56% of assets, down from 59% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Secure Asset Management opened a new position in Invesco BulletShares 2022 Corporate Bond ETF worth $622K.

  • Secure Asset Management's largest Q2 2022 buy was Invesco BulletShares 2022 Corporate Bond ETF: 29,337 shares worth $622K.
  • Secure Asset Management added most to Vanguard High Dividend Yield ETF in Q2 2022, an estimated $2.99M increase.
  • Secure Asset Management's biggest Q2 2022 reduction was First Trust Rising Dividend Achievers ETF, cutting an estimated $1.5M.
  • Secure Asset Management fully exited WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2022, selling an estimated $1.46M.
  • Secure Asset Management's ten largest holdings make up 49% of its $181M portfolio in Q2 2022.
  • Secure Asset Management opened 24 new positions and closed 61 in Q2 2022.
  • Secure Asset Management's portfolio value fell 19% quarter-over-quarter to $181M.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.