SRA
Secured Retirement Advisors Portfolio holdings
AUM
$168M
This Quarter Return
+0.3%
1 Year Return
+13.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(+26%)
Cap. Flow
+$38.1M
Cap. Flow
% of AUM
21.81%
Top 10 Holdings %
Top 10 Hldgs %
20.61%
Holding
163
New
44
Increased
55
Reduced
31
Closed
23
Top Buys
| 1 |
Newmont
NEM
|
$2.16M |
| 2 |
Corning
GLW
|
$1.84M |
| 3 |
Constellation Energy
CEG
|
$1.51M |
| 4 |
Oracle
ORCL
|
$1.48M |
| 5 |
Popular Inc
BPOP
|
$1.43M |
Top Sells
Sector Composition
| 1 | Technology | 18.71% |
| 2 | Industrials | 11.89% |
| 3 | Healthcare | 7.47% |
| 4 | Financials | 6.82% |
| 5 | Consumer Discretionary | 6.05% |
