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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
551
$374K 0.02%
6,315
+944
552
$372K 0.02%
3,188
+1,896
553
$371K 0.02%
1,151
+93
554
$367K 0.02%
3,021
+121
555
$367K 0.02%
11,168
+8,549
556
$366K 0.02%
2,259
-206
557
$364K 0.02%
9,116
+3,996
558
$363K 0.02%
5,999
+3,096
559
$361K 0.02%
1,413
+281
560
$361K 0.02%
2,513
+413
561
$358K 0.02%
79,868
+17,849
562
$357K 0.02%
1,036
+45
563
$357K 0.02%
1,365
+300
564
$355K 0.02%
7,966
+3,193
565
$352K 0.02%
727
-5
566
$345K 0.02%
4,322
+903
567
$344K 0.02%
480
+254
568
$343K 0.02%
648
+83
569
$342K 0.02%
2,782
+1,712
570
$341K 0.02%
1,149
+501
571
$339K 0.02%
3,692
+2,785
572
$337K 0.02%
1,530
+1,169
573
$336K 0.02%
2,180
+857
574
$335K 0.02%
2,337
+999
575
$329K 0.02%
2,876
+1,079
21 22
23
24 25