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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
526
$208K 0.02%
823
-285
527
$208K 0.02%
2,652
528
$207K 0.02%
2,370
+1,064
529
$207K 0.02%
+8,100
530
$206K 0.02%
21,713
-7,378
531
$206K 0.02%
+4,157
532
$206K 0.02%
6,726
-5,541
533
$205K 0.02%
930
-84
534
$205K 0.02%
3,113
+722
535
$204K 0.02%
1,150
+441
536
$203K 0.02%
2,900
537
$202K 0.02%
7,075
-64
538
$202K 0.02%
2,204
+1,954
539
$201K 0.02%
1,124
+879
540
$200K 0.02%
5,816
+371
541
$200K 0.02%
3,811
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542
$200K 0.02%
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543
$199K 0.02%
7,744
-1,300
544
$199K 0.02%
2,132
+232
545
$198K 0.02%
1,802
+863
546
$198K 0.02%
3,597
-529
547
$196K 0.02%
980
+703
548
$196K 0.02%
3,644
+1,560
549
$194K 0.02%
945
+226
550
$194K 0.02%
3,821
+142
20 21
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