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
2676
$1K ﹤0.01%
46
+27
2677
$995 ﹤0.01%
41
2678
$987 ﹤0.01%
91
-120
2679
$985 ﹤0.01%
30
-45
2680
$954 ﹤0.01%
4
2681
$945 ﹤0.01%
511
+289
2682
$944 ﹤0.01%
111
-121
2683
$944 ﹤0.01%
73
-24
2684
$943 ﹤0.01%
111
-128
2685
$943 ﹤0.01%
+62
2686
$939 ﹤0.01%
50
-70
2687
$933 ﹤0.01%
170
-61
2688
$909 ﹤0.01%
147
-17
2689
$908 ﹤0.01%
+45
2690
$903 ﹤0.01%
47
2691
$896 ﹤0.01%
171
2692
$891 ﹤0.01%
158
-118
2693
$890 ﹤0.01%
94
+31
2694
$888 ﹤0.01%
133
-86
2695
$888 ﹤0.01%
552
2696
$880 ﹤0.01%
+24
2697
$880 ﹤0.01%
+2
2698
$880 ﹤0.01%
39
-83
2699
$867 ﹤0.01%
+18
2700
$860 ﹤0.01%
+133
106 107
108
109 110