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
1226
$13.9K ﹤0.01%
+434
1227
$13.9K ﹤0.01%
+187
1228
$13.8K ﹤0.01%
+1,075
1229
$13.8K ﹤0.01%
126
+61
1230
$13.8K ﹤0.01%
173
+118
1231
$13.8K ﹤0.01%
+660
1232
$13.8K ﹤0.01%
+549
1233
$13.8K ﹤0.01%
1,385
+1,140
1234
$13.7K ﹤0.01%
+257
1235
$13.7K ﹤0.01%
469
+353
1236
$13.7K ﹤0.01%
460
+302
1237
$13.7K ﹤0.01%
651
+87
1238
$13.7K ﹤0.01%
184
+159
1239
$13.7K ﹤0.01%
207
+125
1240
$13.6K ﹤0.01%
209
+186
1241
$13.6K ﹤0.01%
249
+170
1242
$13.6K ﹤0.01%
126
-296
1243
$13.6K ﹤0.01%
+43
1244
$13.6K ﹤0.01%
1,052
+845
1245
$13.6K ﹤0.01%
107
+53
1246
$13.5K ﹤0.01%
+399
1247
$13.5K ﹤0.01%
452
+198
1248
$13.5K ﹤0.01%
179
+165
1249
$13.5K ﹤0.01%
128
+84
1250
$13.4K ﹤0.01%
148
+6