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
$610M
AUM Growth
+$93.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,780
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$4.16M
3
+$4.12M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.75M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.25M

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
2351
$1.32K ﹤0.01%
41
-2
2352
$1.31K ﹤0.01%
28
2353
$1.31K ﹤0.01%
92
-220
2354
$1.31K ﹤0.01%
+39
2355
$1.3K ﹤0.01%
32
2356
$1.3K ﹤0.01%
79
-8
2357
$1.3K ﹤0.01%
39
2358
$1.29K ﹤0.01%
+48
2359
$1.29K ﹤0.01%
+124
2360
$1.29K ﹤0.01%
+36
2361
$1.29K ﹤0.01%
+58
2362
$1.29K ﹤0.01%
+47
2363
$1.27K ﹤0.01%
105
+91
2364
$1.26K ﹤0.01%
+726
2365
$1.26K ﹤0.01%
25
+19
2366
$1.26K ﹤0.01%
+101
2367
$1.24K ﹤0.01%
+68
2368
$1.21K ﹤0.01%
+61
2369
$1.21K ﹤0.01%
+70
2370
$1.21K ﹤0.01%
+106
2371
$1.2K ﹤0.01%
+63
2372
$1.19K ﹤0.01%
+179
2373
$1.19K ﹤0.01%
56
-2
2374
$1.18K ﹤0.01%
+125
2375
$1.18K ﹤0.01%
+31
93 94
95
96 97