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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
$981M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,054
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$6.14M
3
+$6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.46M

Top Sells

1
+$1.88M
2
+$1.53M
3
+$1.23M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$880K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$848K

Sector Composition

1 Technology 19.29%
2 Financials 9.42%
3 Consumer Discretionary 7.11%
4 Healthcare 6.73%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$2.09K ﹤0.01%
79
-117
2527
$2.08K ﹤0.01%
+26
2528
$2.08K ﹤0.01%
215
-273
2529
$2.06K ﹤0.01%
146
2530
$2.06K ﹤0.01%
+730
2531
$2.06K ﹤0.01%
137
+86
2532
$2.05K ﹤0.01%
18
2533
$2.04K ﹤0.01%
24
+2
2534
$2.04K ﹤0.01%
715
2535
$2.03K ﹤0.01%
503
2536
$2.02K ﹤0.01%
173
-326
2537
$2.02K ﹤0.01%
140
2538
$2.02K ﹤0.01%
+82
2539
$2.01K ﹤0.01%
58
2540
$2.01K ﹤0.01%
20
-4,939
2541
$2K ﹤0.01%
863
+602
2542
$1.99K ﹤0.01%
50
2543
$1.98K ﹤0.01%
24
-9
2544
$1.95K ﹤0.01%
43
2545
$1.93K ﹤0.01%
212
+171
2546
$1.93K ﹤0.01%
470
+298
2547
$1.91K ﹤0.01%
24
+11
2548
$1.88K ﹤0.01%
145
+16
2549
$1.88K ﹤0.01%
+28
2550
$1.87K ﹤0.01%
25
100 101
102
103 104