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
101
$205K 0.2%
+1,880
102
$201K 0.19%
+8,434