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
76
$373K 0.36%
+19,820
77
$373K 0.36%
+4,076
78
$366K 0.35%
+15,202
79
$344K 0.33%
+5,942
80
$331K 0.32%
+6,606
81
$331K 0.32%
+692
82
$326K 0.31%
+1,206
83
$320K 0.31%
+6,366
84
$312K 0.3%
+3,124
85
$308K 0.3%
+9,357
86
$300K 0.29%
+4,852
87
$280K 0.27%
+3,625
88
$273K 0.26%
+3,954
89
$266K 0.26%
+12,542
90
$263K 0.25%
+1,327
91
$263K 0.25%
+7,316
92
$255K 0.25%
+1,503
93
$255K 0.24%
+2,504
94
$251K 0.24%
+9,753
95
$240K 0.23%
+3,015
96
$235K 0.23%
+3,601
97
$231K 0.22%
+9,762
98
$227K 0.22%
+5,349
99
$217K 0.21%
+2,628
100
$209K 0.2%
+768
1 2 3
4
5