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
1526
$14.7K ﹤0.01%
325
+153
1527
$14.7K ﹤0.01%
69
+42
1528
$14.6K ﹤0.01%
277
+264
1529
$14.6K ﹤0.01%
+3,433
1530
$14.6K ﹤0.01%
101
-1,152
1531
$14.5K ﹤0.01%
+357
1532
$14.5K ﹤0.01%
+400
1533
$14.5K ﹤0.01%
182
1534
$14.5K ﹤0.01%
218
-352
1535
$14.4K ﹤0.01%
1,125
+522
1536
$14.4K ﹤0.01%
453
1537
$14.4K ﹤0.01%
120
-45
1538
$14.4K ﹤0.01%
515
+79
1539
$14.3K ﹤0.01%
820
-304
1540
$14.3K ﹤0.01%
561
+417
1541
$14.3K ﹤0.01%
164
-21
1542
$14.3K ﹤0.01%
226
+17
1543
$14.3K ﹤0.01%
334
+329
1544
$14.3K ﹤0.01%
33
+12
1545
$14.2K ﹤0.01%
570
+522
1546
$14.2K ﹤0.01%
220
+94
1547
$14.2K ﹤0.01%
127
+103
1548
$14.2K ﹤0.01%
201
+168
1549
$14.1K ﹤0.01%
255
+65
1550
$14.1K ﹤0.01%
177
-70
60 61
62
63 64