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SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,081
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.5M
3
+$10.9M
4
CGGE
Capital Group Global Equity ETF
CGGE
+$9.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$8.69M

Top Sells

1
+$1.96M
2
+$1.84M
3
+$1.79M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.6M
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$1.26M

Sector Composition

1 Technology 17.67%
2 Financials 8.44%
3 Consumer Discretionary 5.63%
4 Healthcare 5.16%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$32.6K ﹤0.01%
2,105
-23
1602
$32.1K ﹤0.01%
675
+442
1603
$32.1K ﹤0.01%
1,523
-183
1604
$32K ﹤0.01%
1,479
+650
1605
$32K ﹤0.01%
287
+178
1606
$32K ﹤0.01%
149
+59
1607
$31.9K ﹤0.01%
864
-102
1608
$31.9K ﹤0.01%
+138
1609
$31.8K ﹤0.01%
109
-3
1610
$31.8K ﹤0.01%
777
1611
$31.8K ﹤0.01%
260
+111
1612
$31.7K ﹤0.01%
1,668
+221
1613
$31.7K ﹤0.01%
1,094
+440
1614
$31.4K ﹤0.01%
1,672
+291
1615
$31.4K ﹤0.01%
1,472
+248
1616
$31.4K ﹤0.01%
699
+232
1617
$31.4K ﹤0.01%
1,037
+1,002
1618
$31.4K ﹤0.01%
4,674
+1,067
1619
$31.3K ﹤0.01%
536
+30
1620
$31.2K ﹤0.01%
4,926
+2,062
1621
$31.2K ﹤0.01%
+1,316
1622
$31.2K ﹤0.01%
297
+43
1623
$31.2K ﹤0.01%
92
+23
1624
$31.1K ﹤0.01%
382
+110
1625
$31.1K ﹤0.01%
284
+141
63 64
65
66 67