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Mike Riordan

@Srs Capital Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.12BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VTIPVanguard Malvern Fds
Recent Activity
Exited
0%
$259,447
5,345 shares@ $48.55 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$199,332
1,029 shares@ $193.72 avg price
SNSRGlobal X Fds
Recent Activity
Exited
0%
$98,129
2,733 shares@ $35.91 avg price
BKSYBlacksky Technology Inc
Recent Activity
Exited
0%
$35,980
33,626 shares@ $1.08 avg price
SIRISirius Xm Holdings Inc
Recent Activity
Exited
0%
$21,724
7,676 shares@ $2.84 avg price
DLBDolby Laboratories Inc
Recent Activity
Exited
0%
$13,866
175 shares@ $79.24 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$13,651
272 shares@ $50.19 avg price
SPTSprout Social Inc
Recent Activity
Exited
0%
$13,202
370 shares@ $35.69 avg price
AMKAssetmark Finl Hldgs Inc
Recent Activity
Exited
0%
$12,611
365 shares@ $34.56 avg price
VYMIVanguard Whitehall Fds
Recent Activity
Exited
0%
$12,279
179 shares@ $68.6 avg price