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
1351
$11.2K ﹤0.01%
+255
1352
$11.1K ﹤0.01%
+347
1353
$11.1K ﹤0.01%
1,132
-168
1354
$11.1K ﹤0.01%
329
+307
1355
$11.1K ﹤0.01%
314
-23
1356
$11.1K ﹤0.01%
413
+404
1357
$11.1K ﹤0.01%
+218
1358
$11.1K ﹤0.01%
7
+2
1359
$11K ﹤0.01%
139
+20
1360
$11K ﹤0.01%
750
+582
1361
$11K ﹤0.01%
161
+112
1362
$11K ﹤0.01%
738
+128
1363
$11K ﹤0.01%
165
+103
1364
$10.9K ﹤0.01%
+209
1365
$10.9K ﹤0.01%
+476
1366
$10.9K ﹤0.01%
101
1367
$10.9K ﹤0.01%
40
+2
1368
$10.9K ﹤0.01%
182
1369
$10.9K ﹤0.01%
173
+139
1370
$10.8K ﹤0.01%
190
+147
1371
$10.8K ﹤0.01%
250
1372
$10.8K ﹤0.01%
91
+78
1373
$10.8K ﹤0.01%
63
+62
1374
$10.8K ﹤0.01%
718
+431
1375
$10.8K ﹤0.01%
129
+59