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
2751
$620 ﹤0.01%
27
-100
2752
$618 ﹤0.01%
56
-128
2753
$616 ﹤0.01%
77
2754
$615 ﹤0.01%
18
2755
$610 ﹤0.01%
+119
2756
$606 ﹤0.01%
+14
2757
$595 ﹤0.01%
19
+3
2758
$589 ﹤0.01%
204
-1,122
2759
$588 ﹤0.01%
30
-28
2760
$579 ﹤0.01%
19
-82
2761
$575 ﹤0.01%
28
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2762
$572 ﹤0.01%
+74
2763
$572 ﹤0.01%
14
2764
$570 ﹤0.01%
50
-366
2765
$570 ﹤0.01%
76
2766
$570 ﹤0.01%
85
+23
2767
$568 ﹤0.01%
21
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2768
$568 ﹤0.01%
119
2769
$565 ﹤0.01%
25
2770
$562 ﹤0.01%
+11
2771
$560 ﹤0.01%
16
2772
$559 ﹤0.01%
9
-34
2773
$551 ﹤0.01%
+246
2774
$550 ﹤0.01%
40
-63
2775
$540 ﹤0.01%
10
109 110
111
112 113