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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
801
$168K 0.01%
2,095
+1,475
802
$168K 0.01%
3,266
-460
803
$167K 0.01%
816
+61
804
$167K 0.01%
322
+130
805
$167K 0.01%
1,814
+218
806
$167K 0.01%
820
+505
807
$167K 0.01%
3,483
+1,515
808
$167K 0.01%
1,148
+166
809
$167K 0.01%
1,181
-17
810
$166K 0.01%
3,446
-1,332
811
$166K 0.01%
8,561
+3,083
812
$165K 0.01%
2,470
+233
813
$164K 0.01%
3,736
-197
814
$164K 0.01%
2,327
+1,016
815
$164K 0.01%
2,799
+2,213
816
$163K 0.01%
1,089
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817
$163K 0.01%
4,529
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818
$163K 0.01%
5,756
-874
819
$163K 0.01%
1,624
+119
820
$163K 0.01%
1,251
-335
821
$161K 0.01%
778
+101
822
$160K 0.01%
302
+145
823
$160K 0.01%
2,130
+1,829
824
$160K 0.01%
567
-41
825
$160K 0.01%
3,973
+398
31 32
33
34 35