SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$610M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Sells

1 +$1.79M
2 +$1.3M
3 +$1.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M
5
IYF icon
iShares US Financials ETF
IYF
+$1.14M

Sector Composition

1 Technology 16.19%
2 Healthcare 7.16%
3 Financials 6.98%
4 Consumer Discretionary 5.41%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$15.5K ﹤0.01%
+468
1152
$15.5K ﹤0.01%
864
-265
1153
$15.5K ﹤0.01%
+1,262
1154
$15.5K ﹤0.01%
+91
1155
$15.5K ﹤0.01%
+578
1156
$15.5K ﹤0.01%
129
+93
1157
$15.5K ﹤0.01%
362
+254
1158
$15.4K ﹤0.01%
+275
1159
$15.3K ﹤0.01%
537
+420
1160
$15.3K ﹤0.01%
158
1161
$15.2K ﹤0.01%
2,502
+1,555
1162
$15.2K ﹤0.01%
808
+600
1163
$15.2K ﹤0.01%
81
+60
1164
$15.2K ﹤0.01%
210
1165
$15.2K ﹤0.01%
+75
1166
$15.2K ﹤0.01%
351
+330
1167
$15.1K ﹤0.01%
334
+307
1168
$15.1K ﹤0.01%
78
+47
1169
$15K ﹤0.01%
101
+84
1170
$15K ﹤0.01%
93
+89
1171
$15K ﹤0.01%
1,087
+703
1172
$15K ﹤0.01%
+372
1173
$15K ﹤0.01%
462
+62
1174
$15K ﹤0.01%
241
-128
1175
$15K ﹤0.01%
425
+341