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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
901
$136K 0.01%
10,835
+1,224
902
$136K 0.01%
3,241
-75
903
$136K 0.01%
1,570
+779
904
$136K 0.01%
1,012
+514
905
$135K 0.01%
817
+383
906
$135K 0.01%
11,748
+4,376
907
$135K 0.01%
1,319
+1,200
908
$135K 0.01%
3,531
+170
909
$135K 0.01%
1,357
+187
910
$135K 0.01%
1,865
+263
911
$135K 0.01%
926
+50
912
$134K 0.01%
1,663
+371
913
$134K 0.01%
3,936
+16
914
$134K 0.01%
2,354
+652
915
$134K 0.01%
2,062
916
$133K 0.01%
3,431
+1,584
917
$132K 0.01%
1,272
+231
918
$132K 0.01%
1,368
+612
919
$132K 0.01%
425
-8
920
$132K 0.01%
2,926
+135
921
$132K 0.01%
8,784
+51
922
$132K 0.01%
537
+291
923
$132K 0.01%
4,513
-73
924
$132K 0.01%
1,034
+865
925
$131K 0.01%
14,951
-1,551
35 36
37
38 39