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
$87.2M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$3.27M
3
+$2.7M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.81M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.32M

Top Sells

1
+$6.75M
2
+$3.59M
3
+$3.27M
4
JSML icon
Janus Henderson Small Cap Growth Alpha ETF
JSML
+$2.3M
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$1.9M

Sector Composition

1 Financials 2.51%
2 Healthcare 1.24%
3 Technology 0.74%
4 Utilities 0.46%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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58
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62
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65
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66
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-41,507
67
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