SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.16M
3
+$4.12M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.75M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.25M

Top Sells

1
+$1.79M
2
+$1.3M
3
+$1.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M
5
IYF icon
iShares US Financials ETF
IYF
+$1.14M

Sector Composition

1 Technology 16.19%
2 Healthcare 7.16%
3 Financials 6.98%
4 Consumer Discretionary 5.41%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$66.6K 0.01%
1,417
+297
677
$66.4K 0.01%
3,825
-4
678
$65.7K 0.01%
684
+340
679
$65.6K 0.01%
838
+45
680
$65.1K 0.01%
3,330
681
$64.9K 0.01%
+1,356
682
$64.4K 0.01%
2,091
+201
683
$63.5K 0.01%
954
+173
684
$63.5K 0.01%
610
+12
685
$63.3K 0.01%
2,541
+2,436
686
$63.3K 0.01%
848
+362
687
$62.8K 0.01%
854
+72
688
$62.2K 0.01%
+701
689
$62.2K 0.01%
225
+144
690
$61.8K 0.01%
+3,015
691
$61.5K 0.01%
335
+88
692
$61.2K 0.01%
626
+77
693
$60.9K 0.01%
423
+393
694
$60.3K 0.01%
1,130
-2,538
695
$59.8K 0.01%
3,024
+624
696
$59.4K 0.01%
2,323
+123
697
$58.8K 0.01%
953
+906
698
$58.6K 0.01%
814
+308
699
$58.4K 0.01%
2,266
-21
700
$58.4K 0.01%
335
26 27
28
29 30