Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
54
10
19
1
3
0
26
6
10
SMART PORTFOLIOS LLC

Time Period2018-12-31

Total Holdings209

Total Value ($x1000)129,551
Activities
New94

Increased22

Unchanged57

Decreased36

Sold Out17

Top 10 Stock Holdingstotal 61.38%
FLOT11.5

GLD7.94

FTSM5.92

FLTR5.8

VWO5.6

 
RODM5.31

PKW5

IWS4.88

QUAL4.84

FDN4.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
FLOT
11.5%
FLTG RATE BD ETF
GLD
7.94%
GOLD SHS
FTSM
5.92%
FIRST TR ENH NEW
FLTR
5.8%
INVT GRADE FLTG
VWO
5.6%
FTSE EMR MKT ETF
RODM
5.31%
DEV MK X US ST
PKW
5%
BUYBACK ACHIEV
IWS
4.88%
RUS MDCP VAL ETF
QUAL
4.84%
MSCI USA QLT FAC
FDN
4.59%
DJ INTERNT IDX
DIA
4.17%
UT SER 1
XLF
3.99%
SBI INT-FINL
IWD
3.84%
RUS 1000 VAL ETF
XLV
3.54%
SBI HEALTHCARE
FXG
3.29%
CONSUMR STAPLE
EWH
2.43%
MSCI HONG KG ETF
XLY
2.39%
SBI CONS DISCR
MINT
1.17%
ENHAN SHRT MAT
XBI
0.94%
S&P BIOTECH
IWN
0.84%
RUS 2000 VAL ETF
QQQ
0.8%
UNIT SER 1
ARKK
0.76%
INNOVATION ETF
MSFT
0.67%
COM
EEM
0.65%
MSCI EMG MKT ETF
DBEM
0.49%
XTRAK MSCI EMKT
VNQ
0.36%
REIT ETF
VIG
0.35%
DIV APP ETF
SBUX
0.28%
COM
GOOGL
0.24%
CAP STK CL A
SDY
0.22%
S&P DIVID ETF
SPY
0.21%
TR UNIT
DWX
0.21%
S&P INTL ETF
RWL
0.21%
LARGE CAP REV ET
UNP
0.21%
COM
UNH
0.19%
COM
IVW
0.18%
S&P 500 GRWT ETF
EMB
0.18%
JP MOR EM MK ETF
INTC
0.17%
COM
MCD
0.16%
COM
IVE
0.16%
S&P 500 VAL ETF
IGV
0.16%
NA TEC-SFTWR ETF
MRK
0.16%
COM
ANTM
0.15%
COM
PFE
0.15%
COM
AABA
0.13%
COM
USMV
0.13%
USA MIN VOL ETF
EFA
0.13%
MSCI EAFE ETF
XLP
0.13%
SBI CONS STPLS
CSCO
0.12%
COM
PCYO
0.12%
COM NEW
AMLP
0.12%
ALERIAN MLP
TXN
0.12%
COM
JNJ
0.12%
COM
XOM
0.11%
COM
IWO
0.1%
RUS 2000 GRW ETF
AMGN
0.1%
COM
BHP
0.1%
SPONSORED ADR
AAPL
0.1%
COM
COST
0.09%
COM
SPHD
0.09%
S&P500 HDL VOL
GOOG
0.08%
CAP STK CL C
MO
0.08%
COM
VGT
0.08%
INF TECH ETF
HYG
0.07%
IBOXX HI YD ETF
FOXA
0.07%
CL A
WMT
0.07%
COM
PFF
0.07%
U.S. PFD STK ETF
DUK
0.07%
COM NEW
TSM
0.07%
SPONSORED ADR
HD
0.07%
COM
SLV
0.06%
ISHARES
BP
0.06%
SPONSORED ADR
PEP
0.06%
COM
BXMT
0.06%
COM CL A
EVK
0.06%
COM NEW
NLY
0.06%
COM
CCM
0.05%
SPONSORED ADR
CVX
0.05%
COM
ROBO
0.05%
ROBO STX GLB ETF
DWDP
0.05%
COM
VLO
0.04%
COM
LQD
0.04%
IBOXX INV CP ETF
LLY
0.04%
COM
BAC
0.04%
COM
ATV
0.04%
SPONSORD ADR NEW
JPM
0.04%
COM
CMCSA
0.04%
CL A
T
0.04%
COM
TGT
0.04%
COM
VZ
0.03%
COM
C
0.03%
COM NEW
EPD
0.03%
COM
PG
0.03%
COM
KO
0.03%
COM
PM
0.03%
COM
PEG
0.02%
COM
COP
0.02%
COM
CTXS
0.02%
COM
D
0.02%
COM
BABA
0.02%
SPONSORED ADS
TIP
0.02%
TIPS BD ETF
CAT
0.02%
COM
AMP
0.02%
COM
STX
0.02%
SHS
FEZ
0.02%
EURO STOXX 50
RF
0.02%
COM
PAA
0.02%
UNIT LTD PARTN
INTU
0.02%
COM
GDX
0.02%
GOLD MINERS ETF
F
0.02%
COM PAR $0.01
FITB
0.02%
COM
GM
0.02%
COM
DXC
0.02%
COM
DECK
0.02%
COM
JWN
0.01%
COM
CHL
0.01%
SPONSORED ADR
BBY
0.01%
COM
DIS
0.01%
COM DISNEY
YUM
0.01%
COM
ABBV
0.01%
COM
ARCB
0.01%
COM
MU
0.01%
COM
PSX
0.01%
COM
HAE
0.01%
COM
VIAB
0.01%
CL B
GE
0.01%
COM
BA
0.01%
COM
GWW
0.01%
COM
GCI
0.01%
COM
CNMD
0.01%
COM
MET
0.01%
COM
HCA
0.01%
COM
MAR
0.01%
CL A
AIG
0.01%
COM NEW
AFL
0.01%
COM
APC
0.01%
COM
RDS/A
0.01%
SPONS ADR A
WBA
0.01%
COM
REGI
0.01%
COM NEW
DAL
0.01%
COM NEW
WCG
0.01%
COM
SAM
0.01%
CL A
CVS
0.01%
COM
TSS
0.01%
COM
LYB
0.01%
SHS - A -
CDW
0.01%
COM
FCFS
0.01%
COM
BR
0.01%
COM
WU
0.01%
COM
MLNX
0.01%
SHS
EME
0.01%
COM
BCOR
0.01%
COM
TMO
0.01%
COM
BEN
0.01%
COM
JNPR
0.01%
COM
LRN
0.01%
COM
PHM
0.01%
COM
VOD
0.01%
SPNSR ADR NO PAR
CAG
0.01%
COM
IDXX
0.01%
COM
ICFI
0.01%
COM
STI
0.01%
COM
TMUS
0.01%
COM
TDS
0.01%
COM NEW
BJRI
0.01%
COM
EAT
0.01%
COM
IR
0.01%
SHS
KSS
0.01%
COM
KR
0.01%
COM
EBAY
0.01%
COM
FF
0.01%
COM
FLWS
0.01%
CL A
VRS
0.01%
CL A
ASGN
0.01%
COM
HUM
0.01%
COM
NXPI
0.01%
COM
ADBE
0.01%
COM
VOYA
< 0.01%
COM
WLK
< 0.01%
COM
BTU
< 0.01%
COM
FCX
< 0.01%
COM
CAH
< 0.01%
COM
CDNS
< 0.01%
COM
NWSA
< 0.01%
CL A
PRU
< 0.01%
COM
MRTN
< 0.01%
COM
MPC
< 0.01%
COM
M
< 0.01%
COM
BCC
< 0.01%
COM
LEA
< 0.01%
COM NEW
ON
< 0.01%
COM
HI
< 0.01%
COM
ROK
< 0.01%
COM
CDK
< 0.01%
COM
SCL
< 0.01%
COM
SCVL
< 0.01%
COM
MNK
< 0.01%
SHS
PINC
< 0.01%
CL A
NUE
< 0.01%
COM
DBA
< 0.01%
AGRICULTURE FD
NPK
< 0.01%
COM
MED
< 0.01%
COM
FTSI
< 0.01%
COM
RMR
< 0.01%
CL A
MFGP
< 0.01%
SPON ADR NEW
VEEV
< 0.01%
CL A COM
CNTF
< 0.01%
SPON ADR NEW
PRSP
< 0.01%
COM
SYY
< 0.01%
COM
INDA
5.16%
MSCI INDIA ETF
HACK
3.13%
PUREFUNDS ISE CY
AMZN
0.02%
COM
XMLV
0.01%
S&P MIDCP LOW
SPH
0.01%
UNIT LTD PARTN
LOW
0.01%
COM
CSX
< 0.01%
COM
FB
< 0.01%
CL A
EEP
< 0.01%
COM
NSC
< 0.01%
COM
CNI
< 0.01%
COM
KSU
< 0.01%
COM NEW
HFC
< 0.01%
COM
X
< 0.01%
COM
SSYS
< 0.01%
SHS
DDD
< 0.01%
COM NEW
CC
< 0.01%
COM