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
2826
$347 ﹤0.01%
25
-14
2827
$341 ﹤0.01%
21
-150
2828
$340 ﹤0.01%
10
2829
$338 ﹤0.01%
10
-35
2830
$335 ﹤0.01%
8
2831
$335 ﹤0.01%
18
-275
2832
$330 ﹤0.01%
11
2833
$313 ﹤0.01%
+46
2834
$312 ﹤0.01%
45
-366
2835
$308 ﹤0.01%
13
2836
$308 ﹤0.01%
+6
2837
$306 ﹤0.01%
7
2838
$304 ﹤0.01%
5
2839
$300 ﹤0.01%
+25
2840
$297 ﹤0.01%
+4
2841
$285 ﹤0.01%
13
+9
2842
$284 ﹤0.01%
+20
2843
$282 ﹤0.01%
19
-269
2844
$280 ﹤0.01%
11
2845
$278 ﹤0.01%
28
-5
2846
$275 ﹤0.01%
108
2847
$274 ﹤0.01%
8
2848
$267 ﹤0.01%
+4
2849
$262 ﹤0.01%
8
-13
2850
$259 ﹤0.01%
6
-30
112 113
114
115 116