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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
751
$190K 0.01%
1,093
-130
752
$190K 0.01%
8,285
+2,224
753
$190K 0.01%
474
+271
754
$190K 0.01%
3,612
+3,053
755
$189K 0.01%
2,513
+1,408
756
$189K 0.01%
1,810
+1,004
757
$188K 0.01%
14,409
+11,815
758
$187K 0.01%
4,888
+1
759
$187K 0.01%
428
+96
760
$186K 0.01%
2,322
+5
761
$186K 0.01%
122
+32
762
$186K 0.01%
953
+56
763
$186K 0.01%
1,637
+462
764
$185K 0.01%
11,330
+4,857
765
$185K 0.01%
4,096
+3,255
766
$184K 0.01%
5,194
+2,925
767
$183K 0.01%
1,612
+724
768
$183K 0.01%
6,303
+2,926
769
$183K 0.01%
742
+302
770
$183K 0.01%
73
+31
771
$182K 0.01%
3,804
+3,690
772
$181K 0.01%
641
+339
773
$181K 0.01%
1,353
+385
774
$179K 0.01%
1,504
+259
775
$179K 0.01%
2,714
+1,368
29 30
31
32 33