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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
676
$232K 0.01%
2,587
+270
677
$231K 0.01%
1,593
+1,061
678
$231K 0.01%
1,663
+682
679
$230K 0.01%
+3,332
680
$228K 0.01%
3,410
+866
681
$227K 0.01%
4,087
+1,212
682
$226K 0.01%
2,563
+708
683
$225K 0.01%
1,211
-59
684
$225K 0.01%
8,464
+1,720
685
$224K 0.01%
28,341
+930
686
$224K 0.01%
2,496
+2,148
687
$222K 0.01%
1,577
+528
688
$222K 0.01%
1,048
+842
689
$221K 0.01%
4,335
-396
690
$220K 0.01%
1,357
+450
691
$220K 0.01%
1,793
+1,290
692
$219K 0.01%
3,164
+1,580
693
$219K 0.01%
2,998
-5,569
694
$218K 0.01%
2,643
+1,112
695
$218K 0.01%
2,773
696
$218K 0.01%
4,442
+2,997
697
$218K 0.01%
6,149
+1,473
698
$217K 0.01%
2,622
-25
699
$217K 0.01%
2,885
+1,353
700
$216K 0.01%
3,083
+1,179
26 27
28
29 30