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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
2551
$2.5K ﹤0.01%
209
+61
2552
$2.49K ﹤0.01%
+13
2553
$2.48K ﹤0.01%
215
-34
2554
$2.47K ﹤0.01%
42
+11
2555
$2.45K ﹤0.01%
51
+28
2556
$2.44K ﹤0.01%
266
+121
2557
$2.44K ﹤0.01%
93
+31
2558
$2.44K ﹤0.01%
54
+5
2559
$2.44K ﹤0.01%
174
-191
2560
$2.43K ﹤0.01%
+61
2561
$2.42K ﹤0.01%
350
+278
2562
$2.42K ﹤0.01%
64
2563
$2.42K ﹤0.01%
103
+97
2564
$2.41K ﹤0.01%
150
2565
$2.4K ﹤0.01%
151
+47
2566
$2.4K ﹤0.01%
1,579
+866
2567
$2.4K ﹤0.01%
199
+47
2568
$2.39K ﹤0.01%
+51
2569
$2.38K ﹤0.01%
35
+5
2570
$2.38K ﹤0.01%
78
-17
2571
$2.38K ﹤0.01%
347
2572
$2.36K ﹤0.01%
79
-11
2573
$2.35K ﹤0.01%
155
+5
2574
$2.35K ﹤0.01%
68
+18
2575
$2.35K ﹤0.01%
+6
101 102
103
104 105