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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
476
$512K 0.03%
5,620
+2,695
477
$511K 0.03%
2,052
+639
478
$509K 0.03%
2,428
+602
479
$509K 0.03%
14,941
+7,844
480
$506K 0.03%
1,643
+628
481
$506K 0.03%
5,162
+1,317
482
$505K 0.03%
14,313
+6,846
483
$504K 0.03%
+10,507
484
$504K 0.03%
3,810
+288
485
$501K 0.03%
565
+169
486
$495K 0.03%
1,558
+94
487
$492K 0.03%
7,343
-1,497
488
$488K 0.03%
5,775
+1,878
489
$485K 0.03%
8,194
+3,684
490
$482K 0.03%
1,077
+483
491
$478K 0.03%
+7,904
492
$477K 0.03%
2,180
+908
493
$464K 0.03%
1,875
+1,041
494
$464K 0.03%
+3,979
495
$461K 0.03%
2,426
+121
496
$461K 0.03%
14,493
+2,997
497
$460K 0.03%
20,037
+10,845
498
$459K 0.03%
1,544
+521
499
$456K 0.03%
6,154
+3,617
500
$453K 0.03%
18,765
+5,157
18 19
20
21 22