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
876
$56.5K 0.01%
4,070
+1,031
877
$56.3K 0.01%
284
+81
878
$56.3K 0.01%
236
+121
879
$56.1K 0.01%
1,287
+799
880
$55.7K 0.01%
412
+210
881
$55.5K 0.01%
617
-50
882
$55.5K 0.01%
1,226
+484
883
$55.3K 0.01%
2,824
+1,490
884
$54.9K 0.01%
437
+365
885
$54.9K 0.01%
482
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886
$54.8K 0.01%
329
+201
887
$54.6K 0.01%
261
+97
888
$54.5K 0.01%
334
+154
889
$54.5K 0.01%
1,298
+714
890
$54.3K 0.01%
320
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891
$53.7K 0.01%
745
-2,959
892
$53.6K 0.01%
854
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$53.5K 0.01%
330
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894
$53.4K 0.01%
1,010
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895
$53.1K 0.01%
1,382
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896
$53K 0.01%
1,255
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897
$53K 0.01%
155
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898
$53K 0.01%
1,686
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899
$52.8K 0.01%
1,282
+763
900
$52.3K 0.01%
1,988
34 35
36
37 38