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
1476
$8.79K ﹤0.01%
728
+499
1477
$8.78K ﹤0.01%
400
+335
1478
$8.75K ﹤0.01%
+175
1479
$8.75K ﹤0.01%
+227
1480
$8.74K ﹤0.01%
198
+83
1481
$8.73K ﹤0.01%
+49
1482
$8.73K ﹤0.01%
+421
1483
$8.71K ﹤0.01%
1,419
+794
1484
$8.71K ﹤0.01%
+111
1485
$8.71K ﹤0.01%
+244
1486
$8.7K ﹤0.01%
+235
1487
$8.68K ﹤0.01%
104
+94
1488
$8.68K ﹤0.01%
+160
1489
$8.64K ﹤0.01%
113
+68
1490
$8.63K ﹤0.01%
+183
1491
$8.62K ﹤0.01%
2,310
+408
1492
$8.6K ﹤0.01%
224
+135
1493
$8.56K ﹤0.01%
+127
1494
$8.54K ﹤0.01%
67
+24
1495
$8.54K ﹤0.01%
+31
1496
$8.52K ﹤0.01%
516
+285
1497
$8.5K ﹤0.01%
191
+80
1498
$8.42K ﹤0.01%
424
+12
1499
$8.41K ﹤0.01%
116
+109
1500
$8.4K ﹤0.01%
201
+9