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
$155M
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$4.18M
3
+$4.07M
4
AAPL icon
Apple
AAPL
+$3.21M
5
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$3.04M

Top Sells

1
+$3.3M
2
+$3.11M
3
+$2.81M
4
CAT icon
Caterpillar
CAT
+$2.48M
5
COST icon
Costco
COST
+$2.4M

Sector Composition

1 Technology 21.45%
2 Financials 10.52%
3 Industrials 9.24%
4 Communication Services 6.22%
5 Consumer Discretionary 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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