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 Buys

1
+$4.18M
2
+$4.16M
3
+$4.12M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.75M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.25M

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
1451
$9.31K ﹤0.01%
158
-10
1452
$9.3K ﹤0.01%
100
1453
$9.29K ﹤0.01%
+198
1454
$9.28K ﹤0.01%
+470
1455
$9.25K ﹤0.01%
173
+114
1456
$9.24K ﹤0.01%
+144
1457
$9.22K ﹤0.01%
79
-12
1458
$9.14K ﹤0.01%
95
+34
1459
$9.13K ﹤0.01%
267
+178
1460
$9.12K ﹤0.01%
1,138
+1,053
1461
$9.11K ﹤0.01%
307
+292
1462
$9.1K ﹤0.01%
75
+70
1463
$9.07K ﹤0.01%
+348
1464
$9.01K ﹤0.01%
179
+154
1465
$9.01K ﹤0.01%
171
+157
1466
$9.01K ﹤0.01%
556
+504
1467
$8.98K ﹤0.01%
38
+19
1468
$8.98K ﹤0.01%
+1,321
1469
$8.95K ﹤0.01%
+55
1470
$8.94K ﹤0.01%
+162
1471
$8.92K ﹤0.01%
+900
1472
$8.91K ﹤0.01%
158
-2,797
1473
$8.91K ﹤0.01%
244
+220
1474
$8.84K ﹤0.01%
232
+115
1475
$8.8K ﹤0.01%
+105
57 58
59
60 61