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
1751
$5.5K ﹤0.01%
+89
1752
$5.5K ﹤0.01%
329
+215
1753
$5.49K ﹤0.01%
+66
1754
$5.47K ﹤0.01%
+666
1755
$5.46K ﹤0.01%
121
+108
1756
$5.44K ﹤0.01%
185
+106
1757
$5.42K ﹤0.01%
+26
1758
$5.42K ﹤0.01%
+295
1759
$5.41K ﹤0.01%
+154
1760
$5.41K ﹤0.01%
+104
1761
$5.4K ﹤0.01%
+201
1762
$5.4K ﹤0.01%
236
+203
1763
$5.39K ﹤0.01%
26
+11
1764
$5.39K ﹤0.01%
17
+7
1765
$5.38K ﹤0.01%
564
+517
1766
$5.37K ﹤0.01%
+757
1767
$5.34K ﹤0.01%
+64
1768
$5.34K ﹤0.01%
+426
1769
$5.33K ﹤0.01%
+62
1770
$5.32K ﹤0.01%
+137
1771
$5.32K ﹤0.01%
+144
1772
$5.31K ﹤0.01%
+150
1773
$5.3K ﹤0.01%
120
+5
1774
$5.3K ﹤0.01%
105
1775
$5.29K ﹤0.01%
157
+71