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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
701
$135K 0.01%
2,816
+2,651
702
$135K 0.01%
779
+129
703
$135K 0.01%
5,032
+1,806
704
$134K 0.01%
792
-104
705
$134K 0.01%
625
+440
706
$134K 0.01%
930
+502
707
$134K 0.01%
1,388
+977
708
$134K 0.01%
1,773
+597
709
$134K 0.01%
1,897
+822
710
$133K 0.01%
852
+824
711
$133K 0.01%
1,550
-158
712
$133K 0.01%
1,560
+1,051
713
$132K 0.01%
1,160
+288
714
$132K 0.01%
4,823
-587
715
$132K 0.01%
2,755
+597
716
$132K 0.01%
2,406
+1,690
717
$132K 0.01%
10,020
+7,972
718
$130K 0.01%
1,260
719
$130K 0.01%
4,057
+1,045
720
$129K 0.01%
377
+83
721
$129K 0.01%
3,495
+646
722
$129K 0.01%
994
+683
723
$129K 0.01%
2,761
+859
724
$128K 0.01%
767
+472
725
$128K 0.01%
597
+432
27 28
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