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
2476
$2.46K ﹤0.01%
35
+18
2477
$2.45K ﹤0.01%
286
2478
$2.45K ﹤0.01%
224
+84
2479
$2.44K ﹤0.01%
689
+139
2480
$2.43K ﹤0.01%
112
-15
2481
$2.42K ﹤0.01%
+211
2482
$2.42K ﹤0.01%
83
2483
$2.42K ﹤0.01%
52
2484
$2.4K ﹤0.01%
719
+205
2485
$2.4K ﹤0.01%
63
2486
$2.39K ﹤0.01%
95
+86
2487
$2.38K ﹤0.01%
77
-146
2488
$2.36K ﹤0.01%
617
2489
$2.35K ﹤0.01%
104
-457
2490
$2.35K ﹤0.01%
172
-176
2491
$2.32K ﹤0.01%
+166
2492
$2.32K ﹤0.01%
5
-9
2493
$2.32K ﹤0.01%
+606
2494
$2.32K ﹤0.01%
316
-133
2495
$2.31K ﹤0.01%
326
+173
2496
$2.3K ﹤0.01%
401
2497
$2.3K ﹤0.01%
681
2498
$2.29K ﹤0.01%
250
-177
2499
$2.29K ﹤0.01%
155
-55
2500
$2.28K ﹤0.01%
80
+26
98 99
100
101 102