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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
276
$1.22M 0.08%
2,914
+997
277
$1.22M 0.08%
4,163
+876
278
$1.22M 0.08%
23,703
+5,434
279
$1.21M 0.08%
9,307
+1,616
280
$1.2M 0.07%
11,199
+3,919
281
$1.2M 0.07%
12,001
+823
282
$1.2M 0.07%
85,399
-38,652
283
$1.19M 0.07%
14,831
+2,282
284
$1.18M 0.07%
39,790
+35,284
285
$1.17M 0.07%
20,611
-1,015
286
$1.17M 0.07%
25,062
+2,860
287
$1.16M 0.07%
44,247
+13,475
288
$1.14M 0.07%
+46,604
289
$1.14M 0.07%
+47,271
290
$1.13M 0.07%
59,095
-915
291
$1.13M 0.07%
32,834
+29,252
292
$1.12M 0.07%
37,281
+232
293
$1.12M 0.07%
4,058
+1,140
294
$1.12M 0.07%
5,156
+1,878
295
$1.12M 0.07%
3,361
+1,553
296
$1.11M 0.07%
23,094
+1,960
297
$1.11M 0.07%
2,271
+756
298
$1.11M 0.07%
18,147
+7,651
299
$1.11M 0.07%
24,122
+5,598
300
$1.11M 0.07%
58,126
+12,407
10 11
12
13 14