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
2551
$1.87K ﹤0.01%
46
-83
2552
$1.83K ﹤0.01%
768
2553
$1.82K ﹤0.01%
269
2554
$1.82K ﹤0.01%
176
-71
2555
$1.81K ﹤0.01%
20
+6
2556
$1.8K ﹤0.01%
+42
2557
$1.79K ﹤0.01%
154
2558
$1.79K ﹤0.01%
58
+32
2559
$1.79K ﹤0.01%
142
2560
$1.78K ﹤0.01%
46
2561
$1.75K ﹤0.01%
151
-60
2562
$1.74K ﹤0.01%
229
+57
2563
$1.74K ﹤0.01%
47
2564
$1.73K ﹤0.01%
+157
2565
$1.73K ﹤0.01%
+72
2566
$1.72K ﹤0.01%
52
+13
2567
$1.68K ﹤0.01%
525
+228
2568
$1.68K ﹤0.01%
+76
2569
$1.67K ﹤0.01%
49
+2
2570
$1.67K ﹤0.01%
93
+41
2571
$1.66K ﹤0.01%
+336
2572
$1.66K ﹤0.01%
+23
2573
$1.64K ﹤0.01%
35
+7
2574
$1.64K ﹤0.01%
74
+29
2575
$1.62K ﹤0.01%
91
+20
101 102
103
104 105