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
1401
$10.1K ﹤0.01%
1,119
+520
1402
$10.1K ﹤0.01%
275
+149
1403
$10.1K ﹤0.01%
+670
1404
$10.1K ﹤0.01%
545
+354
1405
$10.1K ﹤0.01%
+215
1406
$10K ﹤0.01%
2,045
+820
1407
$10K ﹤0.01%
303
+188
1408
$10K ﹤0.01%
237
-29
1409
$10K ﹤0.01%
222
+181
1410
$10K ﹤0.01%
40
+38
1411
$9.98K ﹤0.01%
254
+191
1412
$9.96K ﹤0.01%
48
-6
1413
$9.94K ﹤0.01%
810
+538
1414
$9.94K ﹤0.01%
101
1415
$9.91K ﹤0.01%
516
+496
1416
$9.89K ﹤0.01%
745
+735
1417
$9.87K ﹤0.01%
106
+95
1418
$9.84K ﹤0.01%
+432
1419
$9.82K ﹤0.01%
194
+4
1420
$9.82K ﹤0.01%
+210
1421
$9.82K ﹤0.01%
255
+230
1422
$9.81K ﹤0.01%
197
+185
1423
$9.8K ﹤0.01%
23
+21
1424
$9.8K ﹤0.01%
39
+17
1425
$9.77K ﹤0.01%
552
+402