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
$1.62B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,081
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$14M
3 +$12.2M
4
CGGE
Capital Group Global Equity ETF
CGGE
+$9.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9M

Sector Composition

1 Technology 17.68%
2 Financials 8.43%
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
AKAM icon
1701
Akamai
AKAM
$12B
$25.9K ﹤0.01%
340
+289
ADEA icon
1702
Adeia
ADEA
$1.52B
$25.7K ﹤0.01%
1,537
-210
LEN.B icon
1703
Lennar Class B
LEN.B
$29.2B
$25.7K ﹤0.01%
211
+92
STRA icon
1704
Strategic Education
STRA
$1.82B
$25.6K ﹤0.01%
299
+57
COKE icon
1705
Coca-Cola Consolidated
COKE
$11.8B
$25.6K ﹤0.01%
220
+140
AIT icon
1706
Applied Industrial Technologies
AIT
$9.77B
$25.6K ﹤0.01%
99
+89
WSBC icon
1707
WesBanco
WSBC
$2.97B
$25.6K ﹤0.01%
799
+574
EC icon
1708
Ecopetrol
EC
$20.4B
$25.6K ﹤0.01%
2,784
+25
CCOI icon
1709
Cogent Communications
CCOI
$1.16B
$25.6K ﹤0.01%
669
-453
FAF icon
1710
First American
FAF
$6.36B
$25.6K ﹤0.01%
400
+111
CXT icon
1711
Crane NXT
CXT
$3.59B
$25.3K ﹤0.01%
389
+228
BTC
1712
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$25.2K ﹤0.01%
497
+186
SRCE icon
1713
1st Source
SRCE
$1.49B
$25.2K ﹤0.01%
409
+7
RIOT icon
1714
Riot Platforms
RIOT
$6.32B
$25.2K ﹤0.01%
1,272
+188
HRI icon
1715
Herc Holdings
HRI
$4.56B
$25.1K ﹤0.01%
221
+39
CSR
1716
Centerspace
CSR
$999M
$25.1K ﹤0.01%
436
+133
HAFC icon
1717
Hanmi Financial
HAFC
$797M
$25.1K ﹤0.01%
1,017
+335
LAD icon
1718
Lithia Motors
LAD
$7.11B
$25.1K ﹤0.01%
78
+31
ATRC icon
1719
AtriCure
ATRC
$1.59B
$25K ﹤0.01%
717
+237
SCHO icon
1720
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
$25K ﹤0.01%
1,023
+718
IHI icon
1721
iShares US Medical Devices ETF
IHI
$4.3B
$25K ﹤0.01%
420
+370
SCI icon
1722
Service Corp International
SCI
$11.3B
$24.9K ﹤0.01%
299
+217
TEX icon
1723
Terex
TEX
$3.02B
$24.9K ﹤0.01%
486
+413
EG icon
1724
Everest Group
EG
$13.7B
$24.9K ﹤0.01%
72
+29
TIGO icon
1725
Millicom
TIGO
$7.93B
$24.8K ﹤0.01%
516
+314