SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
+$7.02M
2
+$6.13M
3
+$5.98M
4
AMZN icon
Amazon
AMZN
+$4.17M
5
TSLA icon
Tesla
TSLA
+$2.88M

Top Sells

1
+$1.88M
2
+$1.45M
3
+$1.22M
4
RYLD icon
Global X Russell 2000 Covered Call ETF
RYLD
+$872K
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$835K

Sector Composition

1 Technology 19.3%
2 Financials 9.41%
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
226
$939K 0.1%
14,323
+5,248
227
$939K 0.1%
22,929
+9,052
228
$937K 0.1%
17,426
-777
229
$936K 0.1%
10,553
+219
230
$926K 0.09%
3,966
+545
231
$919K 0.09%
3,917
+477
232
$915K 0.09%
14,442
-1,024
233
$907K 0.09%
9,861
+3,572
234
$906K 0.09%
17,920
-10,151
235
$904K 0.09%
3,904
+685
236
$894K 0.09%
4,855
+205
237
$893K 0.09%
2,636
+350
238
$888K 0.09%
4,880
+324
239
$883K 0.09%
33,127
-15,963
240
$882K 0.09%
6,506
+1,029
241
$880K 0.09%
15,867
-20
242
$870K 0.09%
29,355
-281
243
$866K 0.09%
26,949
+1,449
244
$865K 0.09%
19,943
+1,724
245
$865K 0.09%
1,364
+214
246
$861K 0.09%
19,041
+6,920
247
$861K 0.09%
22,776
+3,121
248
$854K 0.09%
4,364
+2,563
249
$846K 0.09%
3,736
+1,316
250
$835K 0.09%
16,871
+7,495
8 9
10
11 12