SMG
Smart Money Group Portfolio holdings
AUM
$319M
1-Year Est. Return
11.87%
1 Year Est. Return
+11.87%
AUM
$294M
AUM Growth
+$4.48M
(+1.5%)
Holding
103
Top Buys
| 1 | +$180M | |
| 2 | +$1.64M | |
| 3 | +$1.41M | |
| 4 |
SPDR Gold Trust
GLD
|
+$1.29M |
| 5 |
Mastercard
MA
|
+$826K |
Top Sells
| 1 | +$27.7M | |
| 2 | +$26.9M | |
| 3 | +$23.2M | |
| 4 |
Innovator Nasdaq-100 Managed Floor ETF
QFLR
|
+$17.6M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ABFL
101
Abacus FCF Leaders ETF
ABFL
$753M
| – | – |
-17,786
|
|
||
102
ConocoPhillips
COP
$108B
| – | – |
-4,464
|
|