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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
601
$169K 0.02%
441
+216
602
$169K 0.02%
857
-131
603
$169K 0.02%
5,584
-365
604
$169K 0.02%
272
+183
605
$166K 0.02%
1,548
+1,020
606
$166K 0.02%
2,075
+1,330
607
$165K 0.02%
3,642
+593
608
$165K 0.02%
789
+10
609
$165K 0.02%
5,081
+558
610
$164K 0.02%
1,100
+807
611
$164K 0.02%
1,819
-232
612
$164K 0.02%
272
+25
613
$164K 0.02%
3,059
+1,435
614
$164K 0.02%
643
+115
615
$163K 0.02%
2,702
+1,692
616
$163K 0.02%
1,378
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617
$162K 0.02%
2,217
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618
$162K 0.02%
478
-3
619
$162K 0.02%
866
-41
620
$162K 0.02%
628
+204
621
$162K 0.02%
675
+300
622
$162K 0.02%
1,178
-166
623
$161K 0.02%
2,534
-667
624
$161K 0.02%
1,682
+10
625
$160K 0.02%
632
+72
23 24
25
26 27