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 09/30/21. The fund's latest filing disclosed 125MM in positions, representing 87% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/21. The fund's latest filing disclosed 125MM in positions, representing 87% of the manager's regulatory AUM.
SMART PORTFOLIOS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SMART PORTFOLIOS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JPST | 10.77% | Financials | -0.16% | -0.27% | 0 | 2% | ||
| FTSM | 8.66% | ETF | -0.1% | -0.28% | 0 | 1% | ||
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FEATURED IN
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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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
LAKE FOREST PARK, Washington
UNITED STATES, 98155
SMART PORTFOLIOS LLC Contact Information
Phone Number: 206-686-3636
Fax Number: 206-686-3637
Website: http://www.smartportfolios.com
Fax Number: 206-686-3637
Website: http://www.smartportfolios.com
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