Mike Riordan

@Srs Capital Advisors, Inc.

Latest period2024 - Q3

Reported2mo 13d ago

Managed Assets$1.12B

Total holdings2614

Assets growth rate9.19%

Assets growth rate (2-Q avg)8.68%

Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Srs Capital Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2614 positions.

Assets under management

The assets under management (AUM) of Srs Capital Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.12B in assets, with a quarterly growth rate of 9.19% and a 2-quarter average growth rate of 8.68%. The portfolio is managed by Mike Riordan, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FERGFerguson Enterprises Inc Recent Activity New Position	0.02%	$185,135 932 shares@ $198.65 avg price	New Position
DSIIshares Tr Recent Activity New Position	0.01%	$80,396 739 shares@ $108.8 avg price	New Position
FTECFidelity Covington Trust Recent Activity New Position	0.01%	$55,040 315 shares@ $174.74 avg price	New Position
DFUSDimensional Etf Trust Recent Activity New Position	0.01%	$46,775 752 shares@ $62.21 avg price	New Position
DTDynatrace Inc Recent Activity New Position	0.01%	$42,563 796 shares@ $53.48 avg price	New Position
AIQGlobal X Fds Recent Activity New Position	0.01%	$31,127 837 shares@ $37.19 avg price	New Position
BYDBoyd Gaming Corp Recent Activity New Position	0.01%	$29,093 450 shares@ $64.66 avg price	New Position
AMTMAmentum Holdings Inc Recent Activity New Position	0.01%	$28,316 878 shares@ $32.26 avg price	New Position
PCTYPaylocity Hldg Corp Recent Activity New Position	0.01%	$26,231 159 shares@ $164.98 avg price	New Position
FCNFti Consulting Inc Recent Activity New Position	0.01%	$25,942 114 shares@ $227.57 avg price	New Position