SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
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 +$14.1M
2 +$14M
3 +$12.2M
4
CGGE
Capital Group Global Equity ETF
CGGE
+$9.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9M

Sector Composition

1 Technology 17.68%
2 Financials 8.43%
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
AZEK
3076
DELISTED
The AZEK Co
AZEK
-44
ARKQ icon
3077
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.59B
-77
ARKF icon
3078
ARK Fintech Innovation ETF
ARKF
$1.42B
-1
ANSS
3079
DELISTED
Ansys
ANSS
-1,187
AMED
3080
DELISTED
Amedisys
AMED
-58
ACT icon
3081
Enact Holdings
ACT
$5.3B
-100