Smart Portfolios, LLC Buys First Trust DJ Internet Index Fund, PowerShares QQQ Trust Ser 1, SPDR S&P 500, Sells iShares MSCI Emerging Index Fund, JPMorgan Ultra-Short Income, SPDR Select Sector Fund - Health Care

Author's Avatar
May 12, 2020
Article's Main Image
Seattle, WA, based Investment company Smart Portfolios, LLC (Current Portfolio) buys First Trust DJ Internet Index Fund, PowerShares QQQ Trust Ser 1, SPDR S&P 500, SPDR Select Sector Fund - Consumer Discretionary, iShares MSCI USA ESG Select, sells iShares MSCI Emerging Index Fund, JPMorgan Ultra-Short Income, SPDR Select Sector Fund - Health Care, First Trust Enhanced Short Maturity ETF, SPDR Gold Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Smart Portfolios, LLC. As of 2020Q1, Smart Portfolios, LLC owns 17 stocks with a total value of $57 million. These are the details of the buys and sells.

For the details of Smart Portfolios, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/smart+portfolios%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Smart Portfolios, LLC
  1. First Trust Enhanced Short Maturity ETF (FTSM) - 192,215 shares, 19.77% of the total portfolio. Shares reduced by 22.89%
  2. First Trust DJ Internet Index Fund (FDN) - 74,518 shares, 16.07% of the total portfolio. Shares added by 104.47%
  3. SPDR Select Sector Fund - Consumer Discretionary (XLY) - 73,770 shares, 12.61% of the total portfolio. Shares added by 35.82%
  4. WisdomTree U.S. Dividend Growth Fund (DGRW) - 145,752 shares, 9.88% of the total portfolio. Shares reduced by 13.63%
  5. JPMorgan Ultra-Short Income (JPST) - 108,551 shares, 9.40% of the total portfolio. Shares reduced by 47.86%
New Purchase: iShares MSCI USA ESG Select (SUSA)

Smart Portfolios, LLC initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $122.82. The impact to a portfolio due to this purchase was 0.4%. The holding were 2,085 shares as of .

Added: First Trust DJ Internet Index Fund (FDN)

Smart Portfolios, LLC added to a holding in First Trust DJ Internet Index Fund by 104.47%. The purchase prices were between $107.38 and $154.58, with an estimated average price of $138.67. The stock is now traded at around $153.14. The impact to a portfolio due to this purchase was 8.21%. The holding were 74,518 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Smart Portfolios, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 1118.88%. The purchase prices were between $169.3 and $236.98, with an estimated average price of $212.89. The stock is now traded at around $222.12. The impact to a portfolio due to this purchase was 8.02%. The holding were 26,340 shares as of .

Added: SPDR S&P 500 (SPY)

Smart Portfolios, LLC added to a holding in SPDR S&P 500 by 347.07%. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $286.67. The impact to a portfolio due to this purchase was 3.62%. The holding were 10,363 shares as of .

Added: SPDR Select Sector Fund - Consumer Discretionary (XLY)

Smart Portfolios, LLC added to a holding in SPDR Select Sector Fund - Consumer Discretionary by 35.82%. The purchase prices were between $87.45 and $132.32, with an estimated average price of $119.04. The stock is now traded at around $114.44. The impact to a portfolio due to this purchase was 3.33%. The holding were 73,770 shares as of .

Sold Out: iShares MSCI Emerging Index Fund (EEM)

Smart Portfolios, LLC sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.

Sold Out: SPDR Select Sector Fund - Health Care (XLV)

Smart Portfolios, LLC sold out a holding in SPDR Select Sector Fund - Health Care. The sale prices were between $74.62 and $104.73, with an estimated average price of $97.73.

Sold Out: SPDR Gold Trust (GLD)

Smart Portfolios, LLC sold out a holding in SPDR Gold Trust. The sale prices were between $138.04 and $157.81, with an estimated average price of $148.89.

Sold Out: Microsoft Corp (MSFT)

Smart Portfolios, LLC sold out a holding in Microsoft Corp. The sale prices were between $135.42 and $188.7, with an estimated average price of $164.71.

Sold Out: iShares Floating Rate Bond (FLOT)

Smart Portfolios, LLC sold out a holding in iShares Floating Rate Bond. The sale prices were between $43.94 and $50.82, with an estimated average price of $49.76.

Sold Out: Xtrackers MSCI Emerging Markets Hedged Equity (DBEM)

Smart Portfolios, LLC sold out a holding in Xtrackers MSCI Emerging Markets Hedged Equity. The sale prices were between $17.28 and $24.57, with an estimated average price of $22.19.



Here is the complete portfolio of Smart Portfolios, LLC. Also check out:

1. Smart Portfolios, LLC's Undervalued Stocks
2. Smart Portfolios, LLC's Top Growth Companies, and
3. Smart Portfolios, LLC's High Yield stocks
4. Stocks that Smart Portfolios, LLC keeps buying