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
1576
$13.5K ﹤0.01%
1,140
+575
1577
$13.5K ﹤0.01%
420
1578
$13.5K ﹤0.01%
116
+73
1579
$13.5K ﹤0.01%
101
+27
1580
$13.4K ﹤0.01%
153
+141
1581
$13.4K ﹤0.01%
264
+161
1582
$13.4K ﹤0.01%
255
+150
1583
$13.4K ﹤0.01%
515
+208
1584
$13.4K ﹤0.01%
40
+5
1585
$13.4K ﹤0.01%
298
-39
1586
$13.4K ﹤0.01%
344
+127
1587
$13.4K ﹤0.01%
267
+70
1588
$13.3K ﹤0.01%
159
+50
1589
$13.3K ﹤0.01%
643
-165
1590
$13.3K ﹤0.01%
174
-25
1591
$13.3K ﹤0.01%
+2,156
1592
$13.3K ﹤0.01%
916
+189
1593
$13.3K ﹤0.01%
118
-5
1594
$13.3K ﹤0.01%
121
-20
1595
$13.2K ﹤0.01%
1,378
+240
1596
$13.2K ﹤0.01%
661
+265
1597
$13.2K ﹤0.01%
145
-35
1598
$13.2K ﹤0.01%
378
-12
1599
$13.2K ﹤0.01%
344
+15
1600
$13.2K ﹤0.01%
152
+117
62 63
64
65 66