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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
151
$2.32M 0.14%
+75,314
152
$2.31M 0.14%
8,762
+1,530
153
$2.29M 0.14%
43,917
+23,842
154
$2.29M 0.14%
23,579
+6,049
155
$2.29M 0.14%
16,305
+3,794
156
$2.25M 0.14%
19,602
+5,463
157
$2.22M 0.14%
22,281
+6,931
158
$2.22M 0.14%
13,416
+4,001
159
$2.2M 0.14%
10,702
+387
160
$2.2M 0.14%
26,525
-28
161
$2.2M 0.14%
13,090
+2,191
162
$2.2M 0.14%
+88,941
163
$2.2M 0.14%
9,227
+1,950
164
$2.17M 0.13%
10,773
+2,419
165
$2.17M 0.13%
83,995
+4,413
166
$2.16M 0.13%
8,808
+2,136
167
$2.15M 0.13%
7,344
+1,809
168
$2.15M 0.13%
45,952
-11,774
169
$2.14M 0.13%
17,709
+4,758
170
$2.14M 0.13%
16,553
+2,116
171
$2.13M 0.13%
42,644
+2,820
172
$2.12M 0.13%
38,505
+20,422
173
$2.11M 0.13%
51,414
+11,515
174
$2.09M 0.13%
8,852
+2,232
175
$2.09M 0.13%
26,727
+334
5 6
7
8 9