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
$610M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.16M
3
+$4.12M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.75M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.25M

Top Sells

1
+$1.79M
2
+$1.3M
3
+$1.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M
5
IYF icon
iShares US Financials ETF
IYF
+$1.14M

Sector Composition

1 Technology 16.19%
2 Healthcare 7.16%
3 Financials 6.98%
4 Consumer Discretionary 5.41%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$33.3K 0.01%
244
+106
852
$33.3K 0.01%
542
+525
853
$33.2K 0.01%
20
+9
854
$33K 0.01%
535
-163
855
$32.9K 0.01%
394
+389
856
$32.8K 0.01%
2,400
857
$32.8K 0.01%
145
+114
858
$32.8K 0.01%
2,000
859
$32.7K 0.01%
+279
860
$32.6K 0.01%
455
-2,224
861
$32.4K 0.01%
1,226
-3,250
862
$32.4K 0.01%
280
+21
863
$32.3K 0.01%
394
+294
864
$32.3K 0.01%
204
-822
865
$32.2K 0.01%
1,689
+841
866
$32.2K 0.01%
673
-3,509
867
$32.1K 0.01%
506
+414
868
$32.1K 0.01%
1,040
+145
869
$32K 0.01%
242
+13
870
$31.8K 0.01%
543
-4
871
$31.8K 0.01%
349
-259
872
$31.7K 0.01%
281
873
$31.4K 0.01%
+170
874
$31.3K 0.01%
1,303
-533
875
$30.9K 0.01%
+690
33 34
35
36 37