SRA

Secured Retirement Advisors Portfolio holdings

AUM $179M
1-Year Est. Return 19.74%
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.69M
3
+$3.58M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$3.13M
5
MSFT icon
Microsoft
MSFT
+$2.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.87%
2 Industrials 8.86%
3 Healthcare 8.35%
4 Consumer Discretionary 5.55%
5 Financials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.42%
+21,478
27
$1.45M 1.39%
+5,524
28
$1.45M 1.39%
+10,354
29
$1.43M 1.37%
+45,706
30
$1.42M 1.36%
+9,811
31
$1.37M 1.32%
+9,198
32
$1.37M 1.31%
+17,733
33
$1.34M 1.29%
+6,039
34
$1.23M 1.18%
+2,319
35
$1.22M 1.17%
+5,000
36
$1.21M 1.17%
+20,568
37
$1.13M 1.08%
+9,527
38
$1.11M 1.07%
+5,308
39
$1.09M 1.05%
+23,305
40
$1.07M 1.03%
+8,193
41
$1.05M 1.01%
+7,917
42
$1.03M 0.99%
+16,829
43
$969K 0.93%
+20,365
44
$957K 0.92%
+7,180
45
$955K 0.92%
+16,580
46
$953K 0.92%
+5,920
47
$935K 0.9%
+5,222
48
$871K 0.84%
+4,555
49
$825K 0.79%
+13,824
50
$794K 0.76%
+7,267
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