SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
2176
$4.46K ﹤0.01%
284
-141
2177
$4.45K ﹤0.01%
301
+55
2178
$4.44K ﹤0.01%
250
+17
2179
$4.43K ﹤0.01%
107
2180
$4.42K ﹤0.01%
+134
2181
$4.39K ﹤0.01%
118
-22
2182
$4.37K ﹤0.01%
130
-37
2183
$4.37K ﹤0.01%
109
+20
2184
$4.34K ﹤0.01%
18
-13
2185
$4.33K ﹤0.01%
484
+31
2186
$4.3K ﹤0.01%
46
+10
2187
$4.3K ﹤0.01%
436
+412
2188
$4.29K ﹤0.01%
292
+254
2189
$4.27K ﹤0.01%
804
+361
2190
$4.25K ﹤0.01%
215
+136
2191
$4.22K ﹤0.01%
224
+62
2192
$4.22K ﹤0.01%
113
+1
2193
$4.21K ﹤0.01%
41
-36
2194
$4.21K ﹤0.01%
645
+292
2195
$4.21K ﹤0.01%
54
+50
2196
$4.2K ﹤0.01%
112
+76
2197
$4.2K ﹤0.01%
171
+72
2198
$4.2K ﹤0.01%
235
-74
2199
$4.19K ﹤0.01%
55
2200
$4.18K ﹤0.01%
208
+85
86 87
88
89 90