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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
926
$131K 0.01%
1,975
+988
927
$131K 0.01%
3,391
-222
928
$131K 0.01%
1,307
-130
929
$131K 0.01%
1,645
+30
930
$130K 0.01%
22,102
+7,771
931
$130K 0.01%
4,633
+3,175
932
$129K 0.01%
1,640
+227
933
$129K 0.01%
3,840
+413
934
$129K 0.01%
466
+64
935
$128K 0.01%
3,217
-106
936
$128K 0.01%
1,992
+1,411
937
$127K 0.01%
159
+40
938
$127K 0.01%
4,900
-123
939
$127K 0.01%
2,981
+2,694
940
$127K 0.01%
1,515
+614
941
$127K 0.01%
931
-2
942
$126K 0.01%
1,848
+398
943
$126K 0.01%
504
+65
944
$125K 0.01%
1,621
-21
945
$125K 0.01%
427
+42
946
$125K 0.01%
441
+291
947
$125K 0.01%
5,503
+2,999
948
$125K 0.01%
3,992
+742
949
$124K 0.01%
1,198
+566
950
$124K 0.01%
+15,831
36 37
38
39 40