SRA
Secured Retirement Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+2.09%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
+$128M
(+8.7%)
Cap. Flow
+$9.01M
Cap. Flow
% of AUM
7.02%
Top 10 Holdings %
Top 10 Hldgs %
25.29%
Holding
119
New
11
Increased
60
Reduced
37
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.69M |
| 2 |
Amgen
AMGN
|
$1.48M |
| 3 |
Visa
V
|
$1.19M |
| 4 |
Chart Industries
GTLS
|
$780K |
| 5 |
lululemon athletica
LULU
|
$768K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$1.27M |
| 2 |
Illinois Tool Works
ITW
|
$890K |
| 3 |
Revvity
RVTY
|
$761K |
| 4 |
PayPal
PYPL
|
$639K |
| 5 |
Etsy
ETSY
|
$457K |
Sector Composition
| 1 | Technology | 15.38% |
| 2 | Healthcare | 8.88% |
| 3 | Industrials | 8.47% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Financials | 5.52% |
