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
976
$43K 0.01%
1,170
+764
977
$42.7K 0.01%
3,700
+3,040
978
$42.2K 0.01%
396
+357
979
$42K 0.01%
245
+41
980
$41.8K 0.01%
509
+120
981
$41.7K 0.01%
1,542
-822
982
$41.6K 0.01%
1,403
-551
983
$41.6K 0.01%
337
+74
984
$41.3K 0.01%
+2,044
985
$41.3K 0.01%
430
+108
986
$41.2K 0.01%
587
+59
987
$41.2K 0.01%
404
-10
988
$40.8K 0.01%
437
+55
989
$40.7K ﹤0.01%
933
+569
990
$40.3K ﹤0.01%
624
+489
991
$40.1K ﹤0.01%
411
+17
992
$40.1K ﹤0.01%
123
+41
993
$39.9K ﹤0.01%
1,899
+1,251
994
$39.8K ﹤0.01%
1,665
+1,265
995
$39.8K ﹤0.01%
1,410
+784
996
$39.8K ﹤0.01%
641
+419
997
$39.7K ﹤0.01%
534
+407
998
$39.6K ﹤0.01%
240
+42
999
$39.6K ﹤0.01%
2,286
+1,534
1000
$39.3K ﹤0.01%
1,578
-5,031
38 39
40
41 42