SRA
Secured Retirement Advisors Portfolio holdings
AUM
$179M
1-Year Est. Return
23.23%
This Fund
S&P 500
1 Year Est. Return
+23.23%
AUM
$179M
AUM Growth
-$8.67K
(-0%)
Holding
126
Top Buys
| 1 | +$1.11M | |
| 2 | +$875K | |
| 3 | +$234K | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$229K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$226K |
Top Sells
| 1 | +$1.19M | |
| 2 | +$896K | |
| 3 | +$691K | |
| 4 |
Coherent
COHR
|
+$601K |
| 5 |
Corning
GLW
|
+$584K |
Sector Composition
| 1 | Technology | 23.55% |
| 2 | Industrials | 10.61% |
| 3 | Financials | 9.43% |
| 4 | Healthcare | 6.19% |
| 5 | Communication Services | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
General Motors
GM
$68.9B
| – | – |
-19,513
|
|