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
276
$681K 0.07%
7,426
+1,351
277
$672K 0.07%
2,035
+658
278
$672K 0.07%
57,204
+30,656
279
$671K 0.07%
11,825
+8,564
280
$669K 0.07%
952
+72
281
$666K 0.07%
4,105
+1,012
282
$664K 0.07%
9,628
+1,085
283
$663K 0.07%
3,516
+360
284
$663K 0.07%
13,736
+1,281
285
$661K 0.07%
8,400
+1,305
286
$656K 0.07%
4,975
+1,268
287
$645K 0.07%
9,878
+1,586
288
$644K 0.07%
3,034
+1,162
289
$643K 0.07%
3,488
-26
290
$639K 0.07%
1,833
+157
291
$637K 0.07%
200
+27
292
$636K 0.06%
12,623
+1,726
293
$635K 0.06%
2,309
+170
294
$634K 0.06%
23,184
+9,703
295
$630K 0.06%
2,966
+2,962
296
$629K 0.06%
10,817
+1,483
297
$626K 0.06%
11,659
+290
298
$621K 0.06%
23,489
-952
299
$621K 0.06%
586
+44
300
$616K 0.06%
42,309
+19,224
10 11
12
13 14