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
1426
$17.5K ﹤0.01%
131
+40
1427
$17.4K ﹤0.01%
169
+95
1428
$17.4K ﹤0.01%
623
+381
1429
$17.4K ﹤0.01%
427
+368
1430
$17.4K ﹤0.01%
169
-4
1431
$17.4K ﹤0.01%
248
+200
1432
$17.4K ﹤0.01%
145
+121
1433
$17.3K ﹤0.01%
1,157
+1,107
1434
$17.2K ﹤0.01%
220
+156
1435
$17.2K ﹤0.01%
1,522
+547
1436
$17.2K ﹤0.01%
1,900
+203
1437
$17.1K ﹤0.01%
+213
1438
$17.1K ﹤0.01%
465
+279
1439
$17.1K ﹤0.01%
246
+27
1440
$17.1K ﹤0.01%
521
-13
1441
$17.1K ﹤0.01%
125
-11
1442
$17K ﹤0.01%
1,944
+1,152
1443
$17K ﹤0.01%
139
+13
1444
$17K ﹤0.01%
565
-13
1445
$16.9K ﹤0.01%
169
-1,408
1446
$16.9K ﹤0.01%
332
-5
1447
$16.9K ﹤0.01%
239
+132
1448
$16.9K ﹤0.01%
799
-214
1449
$16.8K ﹤0.01%
122
+21
1450
$16.8K ﹤0.01%
137
+86
56 57
58
59 60