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
1626
$12.6K ﹤0.01%
66
+56
1627
$12.6K ﹤0.01%
395
+384
1628
$12.6K ﹤0.01%
245
+1
1629
$12.6K ﹤0.01%
1,082
+1,043
1630
$12.6K ﹤0.01%
34
+13
1631
$12.6K ﹤0.01%
246
-43,367
1632
$12.6K ﹤0.01%
179
-37
1633
$12.5K ﹤0.01%
529
+265
1634
$12.4K ﹤0.01%
741
+168
1635
$12.4K ﹤0.01%
110
+69
1636
$12.4K ﹤0.01%
485
+180
1637
$12.4K ﹤0.01%
277
+53
1638
$12.4K ﹤0.01%
408
-71
1639
$12.4K ﹤0.01%
380
-273
1640
$12.4K ﹤0.01%
70
+21
1641
$12.3K ﹤0.01%
427
+279
1642
$12.3K ﹤0.01%
448
+180
1643
$12.3K ﹤0.01%
265
+52
1644
$12.2K ﹤0.01%
187
+85
1645
$12.2K ﹤0.01%
186
+161
1646
$12.2K ﹤0.01%
397
+196
1647
$12.2K ﹤0.01%
236
+63
1648
$12.1K ﹤0.01%
615
+110
1649
$12.1K ﹤0.01%
380
+5
1650
$12.1K ﹤0.01%
314
+157
64 65
66
67 68