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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
1626
$20.4K ﹤0.01%
639
+485
1627
$20.4K ﹤0.01%
506
-90
1628
$20.4K ﹤0.01%
265
-1,477
1629
$20.3K ﹤0.01%
295
+83
1630
$20.2K ﹤0.01%
2,924
+114
1631
$20.2K ﹤0.01%
137
+32
1632
$20.2K ﹤0.01%
2,018
+1,280
1633
$20.2K ﹤0.01%
318
-242
1634
$20.1K ﹤0.01%
698
+630
1635
$20K ﹤0.01%
446
1636
$20K ﹤0.01%
823
+705
1637
$20K ﹤0.01%
+406
1638
$20K ﹤0.01%
426
1639
$19.9K ﹤0.01%
687
+73
1640
$19.8K ﹤0.01%
1,972
+598
1641
$19.8K ﹤0.01%
353
+1
1642
$19.8K ﹤0.01%
187
+12
1643
$19.8K ﹤0.01%
690
-838
1644
$19.7K ﹤0.01%
1,854
+1,604
1645
$19.7K ﹤0.01%
496
+405
1646
$19.7K ﹤0.01%
1,135
+673
1647
$19.7K ﹤0.01%
221
+165
1648
$19.7K ﹤0.01%
187
-25
1649
$19.7K ﹤0.01%
+206
1650
$19.7K ﹤0.01%
+574
64 65
66
67 68