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
2576
$1.61K ﹤0.01%
87
2577
$1.61K ﹤0.01%
51
-59
2578
$1.6K ﹤0.01%
168
-759
2579
$1.59K ﹤0.01%
212
2580
$1.59K ﹤0.01%
887
+277
2581
$1.58K ﹤0.01%
195
+86
2582
$1.58K ﹤0.01%
80
2583
$1.57K ﹤0.01%
49
+3
2584
$1.56K ﹤0.01%
155
-45
2585
$1.55K ﹤0.01%
24
-494
2586
$1.55K ﹤0.01%
133
-45
2587
$1.54K ﹤0.01%
162
2588
$1.54K ﹤0.01%
37
-77
2589
$1.54K ﹤0.01%
38
+3
2590
$1.54K ﹤0.01%
15
-29
2591
$1.54K ﹤0.01%
+17
2592
$1.53K ﹤0.01%
183
+107
2593
$1.53K ﹤0.01%
82
-97
2594
$1.51K ﹤0.01%
169
+37
2595
$1.51K ﹤0.01%
85
-23
2596
$1.51K ﹤0.01%
41
2597
$1.5K ﹤0.01%
107
+30
2598
$1.5K ﹤0.01%
81
-97
2599
$1.49K ﹤0.01%
12
2600
$1.49K ﹤0.01%
+27
102 103
104
105 106