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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
2226
$7.43K ﹤0.01%
245
+92
2227
$7.42K ﹤0.01%
150
+132
2228
$7.41K ﹤0.01%
58
2229
$7.41K ﹤0.01%
+407
2230
$7.38K ﹤0.01%
495
+47
2231
$7.34K ﹤0.01%
1,517
2232
$7.34K ﹤0.01%
143
+79
2233
$7.32K ﹤0.01%
203
-16
2234
$7.31K ﹤0.01%
526
+186
2235
$7.29K ﹤0.01%
304
+50
2236
$7.28K ﹤0.01%
158
+35
2237
$7.24K ﹤0.01%
96
-22
2238
$7.16K ﹤0.01%
36
+10
2239
$7.16K ﹤0.01%
+326
2240
$7.15K ﹤0.01%
248
+203
2241
$7.13K ﹤0.01%
463
+341
2242
$7.12K ﹤0.01%
456
-15
2243
$7.11K ﹤0.01%
405
+67
2244
$7.11K ﹤0.01%
597
+572
2245
$7.11K ﹤0.01%
178
-51
2246
$7.1K ﹤0.01%
688
+344
2247
$7.09K ﹤0.01%
+325
2248
$7.08K ﹤0.01%
74
+35
2249
$7.08K ﹤0.01%
938
+647
2250
$7.04K ﹤0.01%
362
+204
88 89
90
91 92