SMG
Spectrum Management Group Portfolio holdings
AUM
$460M
1-Year Est. Return
10.38%
1 Year Est. Return
-10.38%
AUM
$297M
AUM Growth
+$54.4M
(+22%)
Holding
300
Top Buys
| 1 | +$24.8M | |
| 2 | +$21.8M | |
| 3 | +$15M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$10.8M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.6M |
Top Sells
| 1 | +$15.6M | |
| 2 | +$4.57M | |
| 3 | +$3.87M | |
| 4 |
Automatic Data Processing
ADP
|
+$3.83M |
| 5 |
Starbucks
SBUX
|
+$3.53M |
Sector Composition
| 1 | Technology | 9.37% |
| 2 | Financials | 7.52% |
| 3 | Consumer Staples | 4.63% |
| 4 | Industrials | 4.19% |
| 5 | Consumer Discretionary | 3.45% |