SPL

Smart Portfolios LLC Portfolio holdings

AUM $99.2M
1-Year Est. Return 16.04%
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.2M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.74M
3
+$1.64M
4
V icon
Visa
V
+$1.03M
5
ORCL icon
Oracle
ORCL
+$975K

Top Sells

1
+$130K
2
+$107K
3
+$95.9K
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$80.2K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$72.3K

Sector Composition

1 Technology 9.27%
2 Healthcare 4.4%
3 Financials 3.98%
4 Consumer Discretionary 3.39%
5 Industrials 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.33%
+1,425
77
$265K 0.31%
2,630
-45
78
$264K 0.31%
+1,735
79
$259K 0.3%
3,070
80
$243K 0.29%
+2,960
81
$236K 0.28%
+2,200
82
$229K 0.27%
+9,210
83
$215K 0.25%
+8,920
84
$201K 0.24%
+3,141
85
$69.4K 0.08%
10,000
1 2 3
4