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
2701
$860 ﹤0.01%
15
2702
$852 ﹤0.01%
27
2703
$848 ﹤0.01%
22
-36
2704
$840 ﹤0.01%
10
2705
$820 ﹤0.01%
44
-13
2706
$818 ﹤0.01%
100
2707
$813 ﹤0.01%
119
2708
$810 ﹤0.01%
58
-56
2709
$802 ﹤0.01%
+113
2710
$793 ﹤0.01%
364
2711
$783 ﹤0.01%
54
-165
2712
$778 ﹤0.01%
+33
2713
$778 ﹤0.01%
25
-3
2714
$776 ﹤0.01%
36
-181
2715
$767 ﹤0.01%
+137
2716
$761 ﹤0.01%
19
-2
2717
$753 ﹤0.01%
95
+64
2718
$750 ﹤0.01%
71
+42
2719
$750 ﹤0.01%
19
2720
$742 ﹤0.01%
20
2721
$740 ﹤0.01%
41
-88
2722
$735 ﹤0.01%
4
-12
2723
$733 ﹤0.01%
31
-14
2724
$728 ﹤0.01%
+46
2725
$724 ﹤0.01%
41
107 108
109
110 111