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
$211M
AUM Growth
+$892K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.63%
2 Energy 1.19%
3 Healthcare 1.18%
4 Technology 1.06%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-144,490
77
-110,681
78
-5,000
79
-62,085
80
-100,408