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
$824M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.96M
3
+$7.12M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$6.6M
5
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$5M

Top Sells

1
+$4.58M
2
+$2.22M
3
+$1.98M
4
IYH icon
iShares US Healthcare ETF
IYH
+$1.6M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$1.56M

Sector Composition

1 Technology 17.44%
2 Financials 8.24%
3 Healthcare 7.29%
4 Consumer Discretionary 5.93%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$72.3K 0.01%
1,019
+110
802
$71.7K 0.01%
200
+183
803
$71.5K 0.01%
375
+224
804
$70.9K 0.01%
413
+272
805
$70.1K 0.01%
38
+12
806
$70K 0.01%
2,000
807
$69.7K 0.01%
2,103
+1,490
808
$69.5K 0.01%
1,902
+1,338
809
$69.3K 0.01%
2,135
+1,330
810
$69.3K 0.01%
826
-12
811
$69K 0.01%
715
+189
812
$68.6K 0.01%
1,122
+248
813
$68.4K 0.01%
443
+189
814
$68.3K 0.01%
1,039
+460
815
$68K 0.01%
4,686
-1,830
816
$67.9K 0.01%
780
-2,223
817
$67.7K 0.01%
420
+255
818
$67.3K 0.01%
290
+201
819
$67.1K 0.01%
561
+182
820
$67K 0.01%
701
821
$66.8K 0.01%
722
+100
822
$66.5K 0.01%
776
-239
823
$66.4K 0.01%
144
+7
824
$66.3K 0.01%
1,075
+568
825
$66.3K 0.01%
1,428
+780
31 32
33
34 35