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
2376
$1.17K ﹤0.01%
21
2377
$1.17K ﹤0.01%
+377
2378
$1.17K ﹤0.01%
+104
2379
$1.15K ﹤0.01%
+39
2380
$1.15K ﹤0.01%
+138
2381
$1.15K ﹤0.01%
+279
2382
$1.15K ﹤0.01%
7
+4
2383
$1.15K ﹤0.01%
48
+16
2384
$1.14K ﹤0.01%
+20
2385
$1.13K ﹤0.01%
+32
2386
$1.13K ﹤0.01%
+27
2387
$1.13K ﹤0.01%
269
+196
2388
$1.13K ﹤0.01%
+97
2389
$1.13K ﹤0.01%
+14
2390
$1.12K ﹤0.01%
+27
2391
$1.11K ﹤0.01%
+36
2392
$1.11K ﹤0.01%
+49
2393
$1.11K ﹤0.01%
+612
2394
$1.11K ﹤0.01%
+12
2395
$1.11K ﹤0.01%
85
+25
2396
$1.1K ﹤0.01%
+50
2397
$1.09K ﹤0.01%
+48
2398
$1.09K ﹤0.01%
+119
2399
$1.09K ﹤0.01%
+341
2400
$1.09K ﹤0.01%
+154
94 95
96
97 98