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
2851
$258 ﹤0.01%
8
2852
$256 ﹤0.01%
+88
2853
$253 ﹤0.01%
5
2854
$251 ﹤0.01%
+9
2855
$244 ﹤0.01%
13
-10
2856
$237 ﹤0.01%
137
-534
2857
$235 ﹤0.01%
15
2858
$235 ﹤0.01%
49
2859
$232 ﹤0.01%
+13
2860
$231 ﹤0.01%
7
-71
2861
$228 ﹤0.01%
+15
2862
$223 ﹤0.01%
5
2863
$219 ﹤0.01%
38
2864
$211 ﹤0.01%
6
2865
$205 ﹤0.01%
2
2866
$204 ﹤0.01%
24
2867
$198 ﹤0.01%
10
2868
$198 ﹤0.01%
68
-597
2869
$197 ﹤0.01%
53
-924
2870
$192 ﹤0.01%
29
2871
$185 ﹤0.01%
+30
2872
$180 ﹤0.01%
7
2873
$175 ﹤0.01%
99
-437
2874
$173 ﹤0.01%
4
-26
2875
$173 ﹤0.01%
4
113 114
115
116 117