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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
2676
$1.5K ﹤0.01%
29
-41
2677
$1.49K ﹤0.01%
45
-18,505
2678
$1.48K ﹤0.01%
164
+128
2679
$1.48K ﹤0.01%
95
+44
2680
$1.48K ﹤0.01%
157
+54
2681
$1.47K ﹤0.01%
89
+2
2682
$1.46K ﹤0.01%
23
2683
$1.44K ﹤0.01%
16
2684
$1.43K ﹤0.01%
121
+14
2685
$1.42K ﹤0.01%
64
2686
$1.41K ﹤0.01%
46
2687
$1.4K ﹤0.01%
+25
2688
$1.39K ﹤0.01%
+33
2689
$1.38K ﹤0.01%
203
2690
$1.38K ﹤0.01%
+72
2691
$1.37K ﹤0.01%
87
2692
$1.36K ﹤0.01%
113
+67
2693
$1.36K ﹤0.01%
52
+45
2694
$1.36K ﹤0.01%
82
+41
2695
$1.32K ﹤0.01%
271
+107
2696
$1.31K ﹤0.01%
186
2697
$1.31K ﹤0.01%
23
+4
2698
$1.31K ﹤0.01%
95
+25
2699
$1.3K ﹤0.01%
69
-63
2700
$1.29K ﹤0.01%
565
+426
106 107
108
109 110