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
2501
$2.27K ﹤0.01%
116
-105
2502
$2.26K ﹤0.01%
282
+172
2503
$2.25K ﹤0.01%
459
-36
2504
$2.24K ﹤0.01%
+1,392
2505
$2.24K ﹤0.01%
53
-38
2506
$2.23K ﹤0.01%
22
-3
2507
$2.23K ﹤0.01%
35
-29
2508
$2.22K ﹤0.01%
125
2509
$2.21K ﹤0.01%
76
+17
2510
$2.2K ﹤0.01%
60
+36
2511
$2.2K ﹤0.01%
52
+1
2512
$2.2K ﹤0.01%
190
2513
$2.18K ﹤0.01%
501
+179
2514
$2.18K ﹤0.01%
173
+72
2515
$2.17K ﹤0.01%
300
2516
$2.15K ﹤0.01%
63
+22
2517
$2.14K ﹤0.01%
114
+11
2518
$2.13K ﹤0.01%
+243
2519
$2.13K ﹤0.01%
186
-61
2520
$2.11K ﹤0.01%
148
2521
$2.11K ﹤0.01%
140
-36
2522
$2.11K ﹤0.01%
57
-27
2523
$2.1K ﹤0.01%
273
2524
$2.1K ﹤0.01%
266
-155
2525
$2.1K ﹤0.01%
25
-339
99 100
101
102 103