SMC
Smith, Moore & Co Portfolio holdings
AUM
$1.32B
1-Year Est. Return
17.71%
This Fund
S&P 500
1 Year Est. Return
+17.71%
AUM
$241M
AUM Growth
+$9.89M
(+4.3%)
Holding
218
Top Buys
| 1 | +$2.79M | |
| 2 | +$2.24M | |
| 3 | +$1.22M | |
| 4 |
Spire
SR
|
+$1.07M |
| 5 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$1.07M |
Top Sells
| 1 | +$3M | |
| 2 | +$2.53M | |
| 3 | +$2.08M | |
| 4 |
Altria Group
MO
|
+$1.86M |
| 5 |
Merck
MRK
|
+$914K |
Sector Composition
| 1 | Healthcare | 5.5% |
| 2 | Consumer Staples | 4.97% |
| 3 | Industrials | 4.53% |
| 4 | Energy | 3.72% |
| 5 | Communication Services | 3.34% |