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SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,081
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.5M
3
+$10.9M
4
CGGE
Capital Group Global Equity ETF
CGGE
+$9.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.69M

Top Sells

1
+$1.96M
2
+$1.84M
3
+$1.79M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.6M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$1.26M

Sector Composition

1 Technology 17.67%
2 Financials 8.44%
3 Consumer Discretionary 5.63%
4 Healthcare 5.16%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$3.09K ﹤0.01%
93
2502
$3.09K ﹤0.01%
+253
2503
$3.08K ﹤0.01%
118
2504
$3.08K ﹤0.01%
+273
2505
$3.04K ﹤0.01%
+193
2506
$3.03K ﹤0.01%
63
2507
$3K ﹤0.01%
136
+59
2508
$2.96K ﹤0.01%
+614
2509
$2.95K ﹤0.01%
+31
2510
$2.95K ﹤0.01%
+101
2511
$2.94K ﹤0.01%
64
+24
2512
$2.92K ﹤0.01%
+276
2513
$2.92K ﹤0.01%
524
+67
2514
$2.9K ﹤0.01%
97
+38
2515
$2.88K ﹤0.01%
170
+71
2516
$2.88K ﹤0.01%
767
-234
2517
$2.88K ﹤0.01%
50
+22
2518
$2.86K ﹤0.01%
+174
2519
$2.85K ﹤0.01%
+16
2520
$2.82K ﹤0.01%
248
-188
2521
$2.8K ﹤0.01%
63
2522
$2.79K ﹤0.01%
102
-112
2523
$2.79K ﹤0.01%
114
+21
2524
$2.77K ﹤0.01%
278
+87
2525
$2.76K ﹤0.01%
238
-118
99 100
101
102 103