We are live on ! Find out more
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
3001
– –
-36
3002
– –
-5
3003
– –
-49
3004
– –
-53
3005
– –
-84
3006
– –
-31
3007
– –
-132
3008
– –
-4,113
3009
– –
-1,157
3010
– –
-37
3011
– –
-1,341
3012
– –
-786
3013
– –
-704
3014
– –
-466
3015
– –
-6,452
3016
– –
-48
3017
– –
-590
3018
– –
-670
3019
– –
-222
3020
– –
-570
3021
– –
-56
3022
– –
-179
3023
– –
-58
3024
– –
-106
3025
– –
-1,082
119 120
121
122 123