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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
826
$159K 0.01%
882
+17
827
$159K 0.01%
1,482
+131
828
$159K 0.01%
+3,874
829
$159K 0.01%
508
+286
830
$159K 0.01%
6,022
+910
831
$159K 0.01%
2,089
-48
832
$159K 0.01%
1,889
+399
833
$158K 0.01%
1,260
834
$158K 0.01%
858
+120
835
$158K 0.01%
876
-188
836
$157K 0.01%
3,003
+1,931
837
$157K 0.01%
1,342
+307
838
$156K 0.01%
3,858
-3,305
839
$156K 0.01%
1,786
-421
840
$156K 0.01%
2,758
-96
841
$155K 0.01%
499
+132
842
$154K 0.01%
3,913
-51
843
$154K 0.01%
1,685
+10
844
$154K 0.01%
928
+80
845
$153K 0.01%
1,647
+356
846
$153K 0.01%
1,599
+489
847
$152K 0.01%
1,008
-10
848
$152K 0.01%
6,449
+3,633
849
$152K 0.01%
900
850
$151K 0.01%
2,410
+2,354
32 33
34
35 36