SRA

Secured Retirement Advisors Portfolio holdings

AUM $179M
1-Year Est. Return 23.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.83M
3
+$1.68M
4
ORCL icon
Oracle
ORCL
+$1.58M
5
BPOP icon
Popular Inc
BPOP
+$1.46M

Top Sells

1
+$2.26M
2
+$1.03M
3
+$906K
4
STLD icon
Steel Dynamics
STLD
+$843K
5
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$785K

Sector Composition

1 Technology 18.71%
2 Industrials 11.89%
3 Healthcare 7.47%
4 Financials 6.82%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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157
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158
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160
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-18,526
161
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163
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