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
2326
$3.1K ﹤0.01%
+55
2327
$3.1K ﹤0.01%
+2,000
2328
$3.09K ﹤0.01%
96
+85
2329
$3.08K ﹤0.01%
236
+219
2330
$3.07K ﹤0.01%
306
+182
2331
$3.06K ﹤0.01%
63
+41
2332
$3.04K ﹤0.01%
609
+37
2333
$3.04K ﹤0.01%
32
+22
2334
$3.03K ﹤0.01%
165
+106
2335
$3.03K ﹤0.01%
37
-8
2336
$3.02K ﹤0.01%
91
+60
2337
$3K ﹤0.01%
95
-1
2338
$2.99K ﹤0.01%
88
+4
2339
$2.99K ﹤0.01%
+91
2340
$2.98K ﹤0.01%
273
2341
$2.96K ﹤0.01%
94
+75
2342
$2.95K ﹤0.01%
+371
2343
$2.94K ﹤0.01%
92
+18
2344
$2.94K ﹤0.01%
+50
2345
$2.94K ﹤0.01%
246
2346
$2.93K ﹤0.01%
1,402
+790
2347
$2.92K ﹤0.01%
210
2348
$2.91K ﹤0.01%
27
-13
2349
$2.89K ﹤0.01%
166
-8
2350
$2.89K ﹤0.01%
286
92 93
94
95 96