SMG

Smart Money Group Portfolio holdings

AUM $319M
1-Year Est. Return 11.87%
This Quarter Est. Return
1 Year Est. Return
+11.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$6.09M
3
+$5.59M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$4.17M
5
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 1.86%
2 Healthcare 1.75%
3 Energy 1.7%
4 Financials 0.71%
5 Utilities 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$459K 0.71%
+2,315
27
$443K 0.69%
+4,341
28
$412K 0.64%
+7,497
29
$405K 0.63%
+3,655
30
$328K 0.51%
+4,453
31
$312K 0.49%
+3,940
32
$270K 0.42%
+7,110
33
$267K 0.42%
+5,248
34
$250K 0.39%
+3,011
35
$237K 0.37%
+3,145
36
$233K 0.36%
+4,791
37
$216K 0.34%
+2,230
38
$212K 0.33%
+4,007
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