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
2801
$437 ﹤0.01%
19
+7
2802
$436 ﹤0.01%
40
2803
$430 ﹤0.01%
82
+18
2804
$426 ﹤0.01%
7
2805
$423 ﹤0.01%
+12
2806
$417 ﹤0.01%
55
-62
2807
$415 ﹤0.01%
+9
2808
$405 ﹤0.01%
97
-957
2809
$403 ﹤0.01%
+228
2810
$394 ﹤0.01%
9
-5
2811
$393 ﹤0.01%
72
+16
2812
$389 ﹤0.01%
76
-217
2813
$388 ﹤0.01%
75
-18
2814
$387 ﹤0.01%
44
2815
$381 ﹤0.01%
17
-69
2816
$373 ﹤0.01%
94
-97
2817
$368 ﹤0.01%
11
-107
2818
$362 ﹤0.01%
+48
2819
$359 ﹤0.01%
+7
2820
$357 ﹤0.01%
11
2821
$355 ﹤0.01%
+30
2822
$354 ﹤0.01%
24
2823
$352 ﹤0.01%
13
-287
2824
$351 ﹤0.01%
227
-217
2825
$351 ﹤0.01%
174
-50
111 112
113
114 115