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
2726
$720 ﹤0.01%
+30
2727
$709 ﹤0.01%
24
2728
$709 ﹤0.01%
106
-217
2729
$707 ﹤0.01%
23
-1
2730
$700 ﹤0.01%
+17
2731
$699 ﹤0.01%
96
2732
$697 ﹤0.01%
34
2733
$692 ﹤0.01%
+158
2734
$690 ﹤0.01%
+18
2735
$684 ﹤0.01%
48
2736
$677 ﹤0.01%
+110
2737
$667 ﹤0.01%
268
+92
2738
$666 ﹤0.01%
28
2739
$665 ﹤0.01%
49
+28
2740
$657 ﹤0.01%
58
-1,510
2741
$648 ﹤0.01%
+117
2742
$643 ﹤0.01%
38
+5
2743
$643 ﹤0.01%
24
-32
2744
$633 ﹤0.01%
25
-58
2745
$633 ﹤0.01%
+211
2746
$630 ﹤0.01%
15
+6
2747
$629 ﹤0.01%
183
-2,072
2748
$627 ﹤0.01%
104
2749
$624 ﹤0.01%
+28
2750
$623 ﹤0.01%
15
108 109
110
111 112