SMG
Smart Money Group Portfolio holdings
AUM $294M
AUM
$294M
AUM Growth
+$4.48M (+2%)
Cap. Flow
+$46.1M
Cap. Flow % of AUM
15.69%
Top 10 Holdings %Top 10 Hldgs %
78.74%
Holding
103
New
7
Increased
36
Reduced
32
Closed
26
Top Buys
| 1 | $180M | |
| 2 | $1.64M | |
| 3 | $1.41M | |
| 4 | $1.29M | |
| 5 | $826K |
Top Sells
| 1 | $27.7M | |
| 2 | $26.9M | |
| 3 | $23.2M | |
| 4 | $17.6M | |
| 5 | $7.05M |
Sector Composition
| 1 | Financials | 2.8% |
| 2 | Technology | 2.53% |
| 3 | Energy | 1.9% |
| 4 | Consumer Discretionary | 1.84% |
| 5 | Consumer Staples | 1.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -62,033 | Closed | – | |||
| $0 | 0% | 0 -17,786 | Closed | – |
