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
2651
$1.17K ﹤0.01%
109
2652
$1.17K ﹤0.01%
70
2653
$1.15K ﹤0.01%
55
-443
2654
$1.14K ﹤0.01%
199
-176
2655
$1.14K ﹤0.01%
282
2656
$1.13K ﹤0.01%
48
2657
$1.13K ﹤0.01%
95
-131
2658
$1.13K ﹤0.01%
37
-30
2659
$1.12K ﹤0.01%
+59
2660
$1.11K ﹤0.01%
10
-216
2661
$1.1K ﹤0.01%
58
+19
2662
$1.09K ﹤0.01%
612
-790
2663
$1.09K ﹤0.01%
27
2664
$1.08K ﹤0.01%
46
-10
2665
$1.07K ﹤0.01%
47
-258
2666
$1.07K ﹤0.01%
46
+24
2667
$1.06K ﹤0.01%
10
2668
$1.05K ﹤0.01%
+16
2669
$1.03K ﹤0.01%
27
-86
2670
$1.03K ﹤0.01%
169
+95
2671
$1.03K ﹤0.01%
341
-72
2672
$1.02K ﹤0.01%
68
2673
$1.02K ﹤0.01%
902
+558
2674
$1.01K ﹤0.01%
81
+47
2675
$1.01K ﹤0.01%
67
+25
105 106
107
108 109