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
51
$773K 0.74%
+14,056
52
$769K 0.74%
+8,576
53
$756K 0.73%
+9,332
54
$708K 0.68%
+5,362
55
$664K 0.64%
+25,024
56
$647K 0.62%
+6,565
57
$636K 0.61%
+5,666
58
$634K 0.61%
+12,810
59
$577K 0.55%
+18,136
60
$575K 0.55%
+10,927
61
$558K 0.54%
+15,411
62
$541K 0.52%
+19,959
63
$531K 0.51%
+12,160
64
$503K 0.48%
+23,680
65
$488K 0.47%
+10,285
66
$477K 0.46%
+13,563
67
$475K 0.46%
+6,375
68
$472K 0.45%
+19,105
69
$471K 0.45%
+18,857
70
$431K 0.41%
+18,222
71
$426K 0.41%
+2,801
72
$393K 0.38%
+14,483
73
$383K 0.37%
+5,891
74
$378K 0.36%
+18,522
75
$374K 0.36%
+1,506
1 2
3
4 5