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Home > Institutional Investor > Smith Capital Management Inc Adv > Profile

Instuitional Investor - Smith Capital Management Inc Adv

Fund Profile
Filing Period:
Fund Name: Smith Capital Management Inc Adv
Portfolio Value $162,823,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 110,271 $18,780,000 11.53%
2.
Ishares Trust
 IEF 53,119 $17,851,000 10.96%
3.
Spdr S & P 500 Etf Trust
 SPY 32,658 $10,937,000 6.71%
4.
Ishares U S Etf Tr
 150,584 $7,546,000 4.63%
5.
First Tr Exchange-Traded Fd
 114,265 $6,858,000 4.21%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)