SMC

Smith, Moore & Co Portfolio holdings

AUM $1.19B
1-Year Est. Return 14.36%
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$916K
2 +$585K
3 +$579K
4
CLAR icon
Clarus
CLAR
+$430K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$379K

Top Sells

1 +$884K
2 +$742K
3 +$660K
4
RHI icon
Robert Half
RHI
+$656K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$627K

Sector Composition

1 Consumer Staples 4.3%
2 Healthcare 3.72%
3 Energy 3.25%
4 Industrials 2.89%
5 Consumer Discretionary 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,407
177
-7,098
178
-1,720
179
-10,391
180
-16,123
181
-3,658
182
-14,346
183
-6,435