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
2876
$166 ﹤0.01%
8
2877
$162 ﹤0.01%
25
2878
$160 ﹤0.01%
9
-30
2879
$159 ﹤0.01%
7
2880
$156 ﹤0.01%
45
2881
$150 ﹤0.01%
+11
2882
$149 ﹤0.01%
5
-388
2883
$149 ﹤0.01%
16
-360
2884
$142 ﹤0.01%
6
2885
$135 ﹤0.01%
2
2886
$135 ﹤0.01%
+12
2887
$127 ﹤0.01%
+5
2888
$127 ﹤0.01%
14
-6
2889
$126 ﹤0.01%
7
2890
$118 ﹤0.01%
7
2891
$116 ﹤0.01%
+13
2892
$114 ﹤0.01%
13
2893
$112 ﹤0.01%
2
2894
$111 ﹤0.01%
+4
2895
$108 ﹤0.01%
+1
2896
$103 ﹤0.01%
+14
2897
$103 ﹤0.01%
3
-14
2898
$102 ﹤0.01%
6
2899
$91 ﹤0.01%
3
-24
2900
$79 ﹤0.01%
4
114 115
116
117 118