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
$147M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$7.67M
2 +$6.8M
3 +$4.54M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.53M
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$1.27M

Sector Composition

1 Financials 3.19%
2 Healthcare 0.92%
3 Energy 0.85%
4 Technology 0.68%
5 Utilities 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-53,032