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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
1101
$94.8K 0.01%
1,206
+820
1102
$94.8K 0.01%
1,512
-1,874
1103
$94.5K 0.01%
1,622
-294
1104
$94.5K 0.01%
355
+86
1105
$94.3K 0.01%
1,296
+109
1106
$94.2K 0.01%
1,462
+1,261
1107
$94.2K 0.01%
2,633
+293
1108
$94.2K 0.01%
226
+64
1109
$94.1K 0.01%
1,223
+291
1110
$94K 0.01%
1,663
+218
1111
$93.9K 0.01%
3,928
+483
1112
$93.8K 0.01%
764
+36
1113
$93.5K 0.01%
+2,822
1114
$93.4K 0.01%
725
+69
1115
$93.3K 0.01%
3,828
+100
1116
$92.7K 0.01%
3,771
+1,452
1117
$92.5K 0.01%
957
+150
1118
$92.1K 0.01%
500
-662
1119
$91.5K 0.01%
+6,418
1120
$91.4K 0.01%
846
1121
$91.4K 0.01%
1,403
+146
1122
$91.3K 0.01%
2,999
+633
1123
$91.2K 0.01%
964
+107
1124
$91.2K 0.01%
633
+239
1125
$91.1K 0.01%
1,036
+134
43 44
45
46 47