SMART PORTFOLIOS LLC Overview

Smart Portfolios Llc is an investment advisor that manages 143.4 MM dollars in regulatory AUM and has 5 employees, of which 4 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 88MM in positions, representing 61% of the manager's regulatory AUM.

SMART PORTFOLIOS LLC StockAlpha

-3.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SMART PORTFOLIOS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FLOT 13.46% ETF 0.26% -0.03% 1 1%
SCHO 11.23% ETF -0.47% -0.11% 1 1%
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FEATURED IN
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SMART PORTFOLIOS LLC Founders and Key Employees

Name Title In Position Since
Bryce A. James Manager March-2005
Ronald J. Thompson Chief Operations Officer, Chief Compliance Officer January-2012

SMART PORTFOLIOS LLC Brokers, Custodians, Auditors and Administrators

Type Company

SMART PORTFOLIOS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risks, including the possibility of a complete loss of the amount invested, which Clients should be prepared to bear.


Smart Portfolios uses statistical modeling to create its asset allocation models. Nearly all of Smart Portfolios’ models are based on Smart Portfolios’ proprietary asset allocation engine, Dynamic Portfolio Optimization (DPO). Smart Portfolios’ DPO engine modifies the portfolio asset mix to reflect the current risk and potential return of the investable markets. Using DPO, models are established with different pre-established risk objectives, but using the same philosophy. When markets are at greater risk the model strives to reduce risk tolerance level to preserve capital and when risk-adjusted returns are attractive the model’s objective is to seize the opportunity for greater returns. In other words, the...
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SMART PORTFOLIOS LLC Portfolio Concentration

SMART PORTFOLIOS LLC Location

17865 BALLINGER WAY NE
LAKE FOREST PARK, Washington
UNITED STATES, 98155

SMART PORTFOLIOS LLC Contact Information

Phone Number: 206-686-3636
Fax Number: 206-686-3637
Website:

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