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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
1126
$90.9K 0.01%
1,364
+422
1127
$90.7K 0.01%
897
+45
1128
$90.6K 0.01%
557
+129
1129
$90.6K 0.01%
5,285
+1,950
1130
$90.6K 0.01%
869
+635
1131
$90K 0.01%
4,520
+533
1132
$89.4K 0.01%
1,299
+524
1133
$89.2K 0.01%
+1,319
1134
$89.2K 0.01%
673
+190
1135
$89.1K 0.01%
752
+472
1136
$88.9K 0.01%
2,747
+2,724
1137
$88.3K 0.01%
2,486
+2,298
1138
$88K 0.01%
7,082
+1,716
1139
$87.5K 0.01%
598
-162
1140
$87.2K 0.01%
1,951
+458
1141
$87.1K 0.01%
1,027
1142
$87K 0.01%
628
+426
1143
$86.9K 0.01%
3,464
+469
1144
$86.6K 0.01%
1,144
+702
1145
$86.5K 0.01%
418
+47
1146
$86.4K 0.01%
1,090
+118
1147
$86K 0.01%
913
+96
1148
$85.9K 0.01%
1,456
+189
1149
$85.9K 0.01%
665
+109
1150
$85.8K 0.01%
963
+687
44 45
46
47 48