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
$824M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$7.96M
3
+$7.12M
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$6.6M
5
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$5M

Top Sells

1
+$4.58M
2
+$2.22M
3
+$1.98M
4
IYH icon
iShares US Healthcare ETF
IYH
+$1.6M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$1.56M

Sector Composition

1 Technology 17.44%
2 Financials 8.24%
3 Healthcare 7.29%
4 Consumer Discretionary 5.93%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$22.6K ﹤0.01%
646
+332
1277
$22.5K ﹤0.01%
738
+428
1278
$22.5K ﹤0.01%
608
+2
1279
$22.5K ﹤0.01%
580
+105
1280
$22.4K ﹤0.01%
445
+94
1281
$22.4K ﹤0.01%
1,353
+253
1282
$22.3K ﹤0.01%
189
+72
1283
$22.3K ﹤0.01%
654
-369
1284
$22.3K ﹤0.01%
248
+85
1285
$22.2K ﹤0.01%
507
+182
1286
$22.2K ﹤0.01%
212
-15
1287
$22.1K ﹤0.01%
342
-48
1288
$22.1K ﹤0.01%
1,763
+1,121
1289
$22.1K ﹤0.01%
890
+353
1290
$22K ﹤0.01%
475
+75
1291
$22K ﹤0.01%
450
+295
1292
$22K ﹤0.01%
493
+421
1293
$21.9K ﹤0.01%
175
+46
1294
$21.9K ﹤0.01%
192
+145
1295
$21.9K ﹤0.01%
2,028
+1,138
1296
$21.9K ﹤0.01%
1,596
+521
1297
$21.8K ﹤0.01%
339
+175
1298
$21.6K ﹤0.01%
519
+219
1299
$21.6K ﹤0.01%
105
+57
1300
$21.6K ﹤0.01%
426
50 51
52
53 54