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
826
$66.1K 0.01%
2,568
+295
827
$66K 0.01%
1,639
+1,600
828
$65.8K 0.01%
573
+228
829
$65.3K 0.01%
365
+358
830
$65.1K 0.01%
152
+49
831
$65K 0.01%
425
+210
832
$64.3K 0.01%
1,029
+221
833
$64.1K 0.01%
3,455
+1,905
834
$64K 0.01%
2,193
-300
835
$63.9K 0.01%
217
+169
836
$63.8K 0.01%
648
+458
837
$63.7K 0.01%
1,290
-552
838
$63.6K 0.01%
236
+147
839
$63.6K 0.01%
5,712
+1,329
840
$63.2K 0.01%
3,496
+656
841
$63.1K 0.01%
142
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842
$63.1K 0.01%
358
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843
$63K 0.01%
225
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844
$62.9K 0.01%
+1,256
845
$62.9K 0.01%
1,017
+29
846
$62.8K 0.01%
2,266
847
$62.5K 0.01%
880
+41
848
$62.5K 0.01%
582
+372
849
$62K 0.01%
604
+264
850
$62K 0.01%
1,038
+332
32 33
34
35 36