SC

SMITH CAPITAL MANAGEMENT INC /AR/ADV

13F
SMITH CAPITAL MANAGEMENT INC /AR/ADV
Last update 2020-11-22 86 Stocks (3 new)
Value $163.00 Mil Turnover 3 %
Countries:
Top Holdings: VTI(11.53%)IVV(10.96%)SPY(6.72%)NEAR(4.63%)FTSM(4.21%)
Summary Stock Picks Current Portfolio
SMITH CAPITAL MANAGEMENT INC /... Top Holdings of 2020-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
110,271
18,780.0
+1.51%
11.530
+0.17%
0.010
+18.95%
+8.50%
478,431.4
 
IVV
iShares Core S&P 500 ETF
53,119
17,851.0
+0.29%
10.960
+0.03%
0.010
+18.87%
+8.94%
642,209.1
 
SPY
S&P 500 ETF TRUST ETF
32,658
10,937.0
-2.02%
6.720
-0.14%
0.000
+18.80%
+8.86%
654,366.5
 
NEAR
BlackRock Short Maturity Bond ETF
150,584
7,546.0
+1.29%
4.630
+0.06%
0.170
+1.75%
+3.27%
3,400.6
 
FTSM
First Trust Enhanced Short Maturity ETF
First Trust Enhanced Short Maturity ETF
114,265
6,858.0
+6.51%
4.210
+0.26%
0.170
+1.25%
+2.60%
6,255.0
 
VEA
Vanguard FTSE Developed Markets ETF
166,998
6,830.0
+1.98%
4.190
+0.08%
0.010
+14.16%
+23.88%
163,588.6
 
VXF
Vanguard Extended Market Index ETF
45,143
5,856.0
-0.34%
3.600
-0.01%
0.050
+21.75%
+6.38%
21,512.8
 
FTCS
First Trust Capital Strength ETF
91,053
5,761.0
+0.25%
3.540
+0.01%
0.080
+6.74%
+5.42%
8,462.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
37,240
4,397.0
+3.96%
2.700
+0.10%
0.000
+1.65%
+3.49%
128,152.2
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
81,116
4,192.0
+0.76%
2.570
+0.02%
0.070
+1.69%
+3.47%
5,141.1
 

SMITH CAPITAL MANAGEMENT INC /AR/ADV's Historical Top Holdings Breakdowns

SMITH CAPITAL MANAGEMENT INC /AR/ADV Total Holding History ($B)

To

SMITH CAPITAL MANAGEMENT INC /AR/ADV's Asset Allocation

To

SMITH CAPITAL MANAGEMENT INC /AR/ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SMITH CAPITAL MANAGEMENT INC /AR/ADV's Hypothetical Growth since 2020-09-30

SMITH CAPITAL MANAGEMENT INC /AR/ADV's Yearly Returns

Year Portfolio % % Excess Gain %

SMITH CAPITAL MANAGEMENT INC /AR/ADV's Holdings Heat Map

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SMITH CAPITAL MANAGEMENT INC /AR/ADV's Holdings Bubble Chart

SMITH CAPITAL MANAGEMENT INC /AR/ADV News

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