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
2601
$1.49K ﹤0.01%
5
-6
2602
$1.49K ﹤0.01%
93
+19
2603
$1.48K ﹤0.01%
417
-1,419
2604
$1.48K ﹤0.01%
27
2605
$1.48K ﹤0.01%
+14
2606
$1.47K ﹤0.01%
111
-250
2607
$1.47K ﹤0.01%
143
2608
$1.43K ﹤0.01%
164
2609
$1.43K ﹤0.01%
31
+16
2610
$1.42K ﹤0.01%
43
+22
2611
$1.42K ﹤0.01%
67
-756
2612
$1.41K ﹤0.01%
+63
2613
$1.41K ﹤0.01%
65
+13
2614
$1.4K ﹤0.01%
45
+11
2615
$1.39K ﹤0.01%
46
2616
$1.39K ﹤0.01%
32
2617
$1.39K ﹤0.01%
66
2618
$1.38K ﹤0.01%
56
+33
2619
$1.38K ﹤0.01%
367
-1,358
2620
$1.35K ﹤0.01%
14
2621
$1.35K ﹤0.01%
+193
2622
$1.34K ﹤0.01%
58
2623
$1.33K ﹤0.01%
101
+12
2624
$1.33K ﹤0.01%
165
-408
2625
$1.32K ﹤0.01%
22
103 104
105
106 107