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
$610M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Sells

1 +$1.79M
2 +$1.3M
3 +$1.16M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.14M
5
IYF icon
iShares US Financials ETF
IYF
+$1.14M

Sector Composition

1 Technology 16.19%
2 Healthcare 7.16%
3 Financials 6.98%
4 Consumer Discretionary 5.41%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$6.09K ﹤0.01%
+1,253
1702
$6.08K ﹤0.01%
540
+491
1703
$6.07K ﹤0.01%
+844
1704
$6.06K ﹤0.01%
+305
1705
$6.06K ﹤0.01%
+179
1706
$6.06K ﹤0.01%
+1,262
1707
$6.05K ﹤0.01%
+108
1708
$6.05K ﹤0.01%
189
+98
1709
$6.04K ﹤0.01%
65
+35
1710
$6.03K ﹤0.01%
34
+11
1711
$6.01K ﹤0.01%
+259
1712
$5.99K ﹤0.01%
+489
1713
$5.97K ﹤0.01%
+24
1714
$5.96K ﹤0.01%
+494
1715
$5.96K ﹤0.01%
+239
1716
$5.95K ﹤0.01%
+123
1717
$5.94K ﹤0.01%
359
+338
1718
$5.93K ﹤0.01%
+482
1719
$5.92K ﹤0.01%
+339
1720
$5.89K ﹤0.01%
261
+204
1721
$5.89K ﹤0.01%
+210
1722
$5.88K ﹤0.01%
139
+121
1723
$5.87K ﹤0.01%
+1,009
1724
$5.87K ﹤0.01%
+145
1725
$5.87K ﹤0.01%
161
+61