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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
2601
$2.14K ﹤0.01%
48
2602
$2.14K ﹤0.01%
48
-11
2603
$2.13K ﹤0.01%
+59
2604
$2.12K ﹤0.01%
726
+549
2605
$2.11K ﹤0.01%
356
+79
2606
$2.11K ﹤0.01%
152
-11
2607
$2.11K ﹤0.01%
401
2608
$2.09K ﹤0.01%
+81
2609
$2.07K ﹤0.01%
36
-17
2610
$2.07K ﹤0.01%
82
-570
2611
$2.05K ﹤0.01%
300
2612
$2.04K ﹤0.01%
+70
2613
$2.02K ﹤0.01%
31
2614
$2.02K ﹤0.01%
+57
2615
$2.02K ﹤0.01%
43
+12
2616
$2.02K ﹤0.01%
37
2617
$2.01K ﹤0.01%
71
+55
2618
$2K ﹤0.01%
69
+53
2619
$2K ﹤0.01%
15
+4
2620
$2K ﹤0.01%
166
+71
2621
$1.99K ﹤0.01%
42
-251
2622
$1.99K ﹤0.01%
+106
2623
$1.98K ﹤0.01%
175
+71
2624
$1.96K ﹤0.01%
156
+129
2625
$1.96K ﹤0.01%
213
+116
103 104
105
106 107