SMILX
SMI MULTI-STRATEGY FUND
Valued Advisers Trust
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Jan 31, 2026 → Apr 30, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Needham Small Cap Growth Class I 0 37,118 37,118 2.04% $1.20M
Simplify DBi CTA Managed Futures Index ETF USD Class 0 23,940 23,940 1.05% $615.50K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
ProFunds Semiconductor UltraSector 22,549 0 -22,549 0.00% -$1.36M
AQR Diversifying Strategies Fund 37,916 0 -37,916 0.00% -$541.45K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
Sprott Physical Gold Trust USD Class 140,670 142,880 2,210 8.51% -$125.17K
State Street SPDR S&P Metals & Mining ETF 18,160 30,170 12,010 6.09% $1.43M
iShares Trust RUSSELL 2000 VALUE ETF 11,730 11,870 140 4.19% $191.78K
SCHWAB LONG TERM U S TREASURY ETF 20,590 23,500 2,910 1.24% $78.53K
STATE STREET ENERGY SELECT SECTOR SPDR ETF MUTUAL FUND 310 10,400 10,090 1.05% $604.53K
SCHWAB INTL EQUITY ETF MUTUAL FUND 9,790 17,330 7,540 0.78% $211.23K
UTILITIES SELECT SECTOR SPDR MUTUAL FUND 280 8,450 8,170 0.67% $383.77K
STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF MUTUAL FUND 210 4,820 4,610 0.36% $205.31K
Grayscale Bitcoin Mini Trust ETF 5,880 5,970 90 0.34% -$16.18K
State Street Health Care Select Sector SPDR ETF USD Class 310 1,090 780 0.27% $111.16K
State Street Consumer Staples Select Sector SPDR ETF 320 1,230 910 0.18% $76.98K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
iShares Trust RUSSELL 1000 VALUE ETF 29,340 29,070 -270 11.43% $271.75K
SMI 3Fourteen Full-Cycle Trend ETF 233,000 228,910 -4,090 10.55% -$577
BNYM-US L/C COR 28,570 28,170 -400 6.58% $89.90K
USCF SUMMERHAVEN DYNAMIC ETF MUTUAL FUND 112,310 112,090 -220 5.44% $505.85K
Aegis Value Class I 46,440 44,639 -1,801 5.36% $186.66K
ISHARES MSCI EMR MRK EX CHNA MUTUAL FUND 33,100 32,340 -760 5.01% $302.52K
First Trust Developed Markets ex-US AlphaDEX Fund 28,330 26,550 -1,780 4.29% $49.57K
ISHARES MSCI EAFE ETF MUTUAL FUND 21,130 19,650 -1,480 3.42% -$118.05K
OPTION 3,640 2,870 -770 3.26% -$347.19K
Cambria Global Value ETF 73,430 37,570 -35,860 2.25% -$1.23M
TECHNOLOGY SELECT SECT SPDR MUTUAL FUND 6,870 4,230 -2,640 1.15% -$313.77K
SCHWAB HIGH YIELD BOND ETF 32,830 24,070 -8,760 1.08% -$241.13K
iShares Trust IBOXX USD INVST GRADE CORP 5,910 5,790 -120 1.07% -$23.23K
iShares JP Morgan USD Em Mkts Bd ETF 4,510 4,480 -30 0.73% -$6.39K
VANGUARD SM-C ET 1,600 1,480 -120 0.72% -$10.93K
ProShares S&P 500 Dividend Aristocrats ETF 3,990 3,780 -210 0.70% -$29.03K
SCHWAB U.S. TIPS ETF MUTUAL FUND 12,280 11,790 -490 0.54% -$10.34K
State StreetFinSelSectSPDRETF 10,530 4,200 -6,330 0.37% -$343.78K
VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,520 1,260 -260 0.36% -$4.89K
Franklin FTSE Europe ETF 5,660 5,370 -290 0.35% -$9.50K
Franklin Templeton ETF Trust FTSE JAPAN ETF 8,910 5,360 -3,550 0.35% -$121.82K
STATE STREET CONSUMER DISCRETIONARY SELECT S SPDR 2,700 1,680 -1,020 0.34% -$128.33K
State Street Communication Services Select Sector SPDR ETF 4,080 1,620 -2,460 0.32% -$301.18K
State Street Industrial Select Sector SPDR ETF USD Class 1,510 960 -550 0.28% -$82.22K
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF MUTUAL FUND 1,190 1,160 -30 0.18% -$2.76K
MONEY MARKET FUND 136,749 82,623 -54,125 0.14% -$54.13K
STATE STREET MATERIALS SELECT SECTOR SPDR ETF MUTUAL FUND 1,150 740 -410 0.06% -$18.57K
Security Shares Jan 2026 Shares Apr 2026 Δ shares End % Δ value
SMI 3Fourteen REAL Asset Allocation ETF 133,380 133,380 0 6.69% $165.48K
iShares Core U.S. REIT ETF - Class USD INC 1,860 1,860 0 0.20% $11.01K
Lord Abbett Developing Growth Fund Inc 100 100 0 0.01% $448
Invesco Oppenheimer International Small-Mid Co Fnd 100 100 0 0.01% -$81
Wasatch International Growth Fund 100 100 0 0.00% $79

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