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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
1051
$65K 0.01%
2,391
+1,557
1052
$65K 0.01%
454
+77
1053
$64.9K 0.01%
4,044
+2,811
1054
$64.9K 0.01%
1,725
+1,284
1055
$64.6K 0.01%
1,205
-51
1056
$64.6K 0.01%
493
+75
1057
$64.5K 0.01%
+3,753
1058
$64.4K 0.01%
619
+509
1059
$64.4K 0.01%
1,476
+1,055
1060
$64.2K 0.01%
1,977
+1,412
1061
$64.1K 0.01%
2,463
+1,711
1062
$63.9K 0.01%
5,159
+1,459
1063
$63.7K 0.01%
458
-286
1064
$63.6K 0.01%
3,359
+2,326
1065
$63.5K 0.01%
364
+272
1066
$63.3K 0.01%
2,876
+1,911
1067
$63.1K 0.01%
1,034
+779
1068
$63K 0.01%
13,234
+11,259
1069
$62.6K 0.01%
828
+2
1070
$62.5K 0.01%
1,360
+812
1071
$62.5K 0.01%
642
+420
1072
$62.3K 0.01%
2,451
+185
1073
$62.3K 0.01%
1,678
+445
1074
$62.2K 0.01%
1,273
+18
1075
$62.1K 0.01%
1,229
+296
41 42
43
44 45