SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$824M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.96M
3
+$7.12M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$6.6M
5
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$5M

Top Sells

1
+$4.58M
2
+$2.22M
3
+$1.98M
4
IYH icon
iShares US Healthcare ETF
IYH
+$1.6M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$1.56M

Sector Composition

1 Technology 17.44%
2 Financials 8.24%
3 Healthcare 7.29%
4 Consumer Discretionary 5.93%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
$1.4K ﹤0.01%
48
2577
$1.4K ﹤0.01%
+172
2578
$1.39K ﹤0.01%
41
2579
$1.39K ﹤0.01%
+46
2580
$1.39K ﹤0.01%
41
+19
2581
$1.39K ﹤0.01%
+389
2582
$1.39K ﹤0.01%
231
+190
2583
$1.39K ﹤0.01%
309
+126
2584
$1.39K ﹤0.01%
47
-9
2585
$1.38K ﹤0.01%
+66
2586
$1.37K ﹤0.01%
+180
2587
$1.37K ﹤0.01%
48
+18
2588
$1.36K ﹤0.01%
+212
2589
$1.35K ﹤0.01%
56
2590
$1.35K ﹤0.01%
+109
2591
$1.35K ﹤0.01%
14
-5
2592
$1.34K ﹤0.01%
+31
2593
$1.34K ﹤0.01%
+60
2594
$1.33K ﹤0.01%
28
2595
$1.32K ﹤0.01%
125
+12
2596
$1.32K ﹤0.01%
14
2597
$1.32K ﹤0.01%
36
-8
2598
$1.31K ﹤0.01%
30
+28
2599
$1.3K ﹤0.01%
12
+4
2600
$1.29K ﹤0.01%
101
102 103
104
105 106