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
$98.1M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$331K
3 +$269K
4
GE icon
GE Aerospace
GE
+$221K
5
ASGI
abrdn Global Infrastructure Income Fund
ASGI
+$218K

Sector Composition

1 Technology 10.65%
2 Healthcare 4.67%
3 Financials 4.35%
4 Industrials 3.59%
5 Consumer Discretionary 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.22%
3,766
102
$54.9K 0.06%
10,000
103
-1,750