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
2376
$2.72K ﹤0.01%
110
+94
2377
$2.71K ﹤0.01%
+300
2378
$2.71K ﹤0.01%
+172
2379
$2.71K ﹤0.01%
85
+10
2380
$2.7K ﹤0.01%
154
+9
2381
$2.7K ﹤0.01%
372
-45
2382
$2.68K ﹤0.01%
+460
2383
$2.68K ﹤0.01%
43
2384
$2.67K ﹤0.01%
323
+273
2385
$2.67K ﹤0.01%
247
-924
2386
$2.66K ﹤0.01%
+211
2387
$2.65K ﹤0.01%
+47
2388
$2.65K ﹤0.01%
110
+62
2389
$2.64K ﹤0.01%
+36
2390
$2.64K ﹤0.01%
57
-16
2391
$2.64K ﹤0.01%
506
+3
2392
$2.63K ﹤0.01%
233
+135
2393
$2.63K ﹤0.01%
+213
2394
$2.61K ﹤0.01%
140
+18
2395
$2.59K ﹤0.01%
+1,609
2396
$2.58K ﹤0.01%
341
+49
2397
$2.56K ﹤0.01%
33
+23
2398
$2.56K ﹤0.01%
+433
2399
$2.55K ﹤0.01%
988
+919
2400
$2.53K ﹤0.01%
269
-58
94 95
96
97 98