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
2626
$1.31K ﹤0.01%
59
-596
2627
$1.31K ﹤0.01%
41
2628
$1.3K ﹤0.01%
36
2629
$1.3K ﹤0.01%
130
-155
2630
$1.28K ﹤0.01%
+30
2631
$1.28K ﹤0.01%
204
-232
2632
$1.27K ﹤0.01%
21
2633
$1.27K ﹤0.01%
48
2634
$1.27K ﹤0.01%
+35
2635
$1.25K ﹤0.01%
23
+4
2636
$1.25K ﹤0.01%
124
-182
2637
$1.24K ﹤0.01%
31
2638
$1.23K ﹤0.01%
152
2639
$1.22K ﹤0.01%
106
+39
2640
$1.22K ﹤0.01%
50
2641
$1.22K ﹤0.01%
17
+12
2642
$1.2K ﹤0.01%
+67
2643
$1.2K ﹤0.01%
106
2644
$1.19K ﹤0.01%
201
+88
2645
$1.19K ﹤0.01%
+27
2646
$1.18K ﹤0.01%
76
-184
2647
$1.18K ﹤0.01%
+121
2648
$1.18K ﹤0.01%
24
+7
2649
$1.18K ﹤0.01%
93
2650
$1.18K ﹤0.01%
28
-119
104 105
106
107 108