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 Buys

1
+$4.18M
2
+$4.16M
3
+$4.12M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.75M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.25M

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
1176
$14.9K ﹤0.01%
141
+82
1177
$14.9K ﹤0.01%
180
+175
1178
$14.9K ﹤0.01%
1,100
1179
$14.8K ﹤0.01%
497
-18
1180
$14.8K ﹤0.01%
178
+28
1181
$14.8K ﹤0.01%
93
+74
1182
$14.8K ﹤0.01%
165
1183
$14.8K ﹤0.01%
216
+134
1184
$14.8K ﹤0.01%
+67
1185
$14.8K ﹤0.01%
+1,192
1186
$14.8K ﹤0.01%
138
+56
1187
$14.7K ﹤0.01%
+576
1188
$14.7K ﹤0.01%
197
+96
1189
$14.7K ﹤0.01%
293
+157
1190
$14.7K ﹤0.01%
204
+193
1191
$14.6K ﹤0.01%
1,307
+905
1192
$14.5K ﹤0.01%
209
-24
1193
$14.5K ﹤0.01%
364
+244
1194
$14.5K ﹤0.01%
733
+685
1195
$14.5K ﹤0.01%
109
-58
1196
$14.5K ﹤0.01%
180
+156
1197
$14.4K ﹤0.01%
510
+338
1198
$14.4K ﹤0.01%
+390
1199
$14.4K ﹤0.01%
194
+109
1200
$14.4K ﹤0.01%
337
+174
46 47
48
49 50