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
251
$831K 0.08%
13,447
+2,826
252
$828K 0.08%
12,426
+1,166
253
$827K 0.08%
1,297
+237
254
$820K 0.08%
2,445
-686
255
$818K 0.08%
5,824
-4
256
$817K 0.08%
9,561
+1,783
257
$807K 0.08%
4,233
+235
258
$803K 0.08%
13,836
-1,397
259
$797K 0.08%
4,329
+1,379
260
$793K 0.08%
1,389
+160
261
$786K 0.08%
2,131
-64
262
$758K 0.08%
10,155
+1,125
263
$757K 0.08%
2,623
+491
264
$757K 0.08%
26,442
+5,343
265
$754K 0.08%
6,015
+1,441
266
$749K 0.08%
9,500
267
$736K 0.08%
2,193
-320
268
$733K 0.07%
3,237
+523
269
$730K 0.07%
5,843
+897
270
$727K 0.07%
44,496
+5,452
271
$715K 0.07%
2,880
+357
272
$696K 0.07%
29,904
+6
273
$694K 0.07%
32,727
+8,232
274
$691K 0.07%
13,967
+5,439
275
$685K 0.07%
2,294
+326
9 10
11
12 13