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
1676
$11.5K ﹤0.01%
1,033
+124
1677
$11.5K ﹤0.01%
125
+82
1678
$11.5K ﹤0.01%
278
+127
1679
$11.4K ﹤0.01%
69
-19
1680
$11.4K ﹤0.01%
417
+229
1681
$11.4K ﹤0.01%
+1,752
1682
$11.4K ﹤0.01%
402
+369
1683
$11.4K ﹤0.01%
913
+487
1684
$11.4K ﹤0.01%
285
+175
1685
$11.3K ﹤0.01%
860
+320
1686
$11.3K ﹤0.01%
198
+23
1687
$11.3K ﹤0.01%
574
+535
1688
$11.3K ﹤0.01%
773
-3
1689
$11.3K ﹤0.01%
273
+5
1690
$11.3K ﹤0.01%
436
+15
1691
$11.2K ﹤0.01%
250
1692
$11.2K ﹤0.01%
35
+21
1693
$11.1K ﹤0.01%
107
+72
1694
$11.1K ﹤0.01%
131
+107
1695
$11.1K ﹤0.01%
809
+296
1696
$11.1K ﹤0.01%
213
+35
1697
$11.1K ﹤0.01%
300
+193
1698
$11.1K ﹤0.01%
169
+34
1699
$11.1K ﹤0.01%
147
+34
1700
$11K ﹤0.01%
108
+37
66 67
68
69 70