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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
851
$97.7K 0.01%
427
+156
852
$96.8K 0.01%
886
+688
853
$96.1K 0.01%
549
+184
854
$95.8K 0.01%
2,892
+2,853
855
$95.6K 0.01%
510
+330
856
$95.5K 0.01%
1,345
+1,063
857
$95.4K 0.01%
4,736
+820
858
$95.3K 0.01%
1,926
+51
859
$95.3K 0.01%
4,389
+2,597
860
$95K 0.01%
527
+374
861
$94.9K 0.01%
924
+358
862
$94.6K 0.01%
2,790
+2,249
863
$94.2K 0.01%
4,536
-2,155
864
$93.6K 0.01%
1,256
+968
865
$93.4K 0.01%
238
+141
866
$93K 0.01%
1,072
-948
867
$92.9K 0.01%
11,602
+7,212
868
$92.5K 0.01%
1,381
+963
869
$92.4K 0.01%
5,667
-53,475
870
$92.3K 0.01%
777
+558
871
$92K 0.01%
2,197
+1,682
872
$92K 0.01%
3,944
+3,016
873
$92K 0.01%
548
+185
874
$91.9K 0.01%
746
-28
875
$91.6K 0.01%
5,270
+3,440
33 34
35
36 37