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
1201
$14.3K ﹤0.01%
+222
1202
$14.3K ﹤0.01%
448
-1,331
1203
$14.3K ﹤0.01%
534
+67
1204
$14.2K ﹤0.01%
+154
1205
$14.2K ﹤0.01%
+180
1206
$14.1K ﹤0.01%
305
+270
1207
$14.1K ﹤0.01%
+219
1208
$14.1K ﹤0.01%
179
+29
1209
$14.1K ﹤0.01%
+4,686
1210
$14.1K ﹤0.01%
626
+65
1211
$14.1K ﹤0.01%
2,000
1212
$14.1K ﹤0.01%
374
+363
1213
$14.1K ﹤0.01%
694
+667
1214
$14.1K ﹤0.01%
141
+20
1215
$14.1K ﹤0.01%
252
+238
1216
$14.1K ﹤0.01%
+513
1217
$14K ﹤0.01%
481
+374
1218
$14K ﹤0.01%
+393
1219
$14K ﹤0.01%
+64
1220
$13.9K ﹤0.01%
163
+150
1221
$13.9K ﹤0.01%
+648
1222
$13.9K ﹤0.01%
136
+132
1223
$13.9K ﹤0.01%
+718
1224
$13.9K ﹤0.01%
1,022
+927
1225
$13.9K ﹤0.01%
337
-49