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
301
$613K 0.06%
+5,866
302
$612K 0.06%
2,784
+255
303
$607K 0.06%
1,637
+625
304
$595K 0.06%
1,275
+368
305
$592K 0.06%
1,219
+876
306
$591K 0.06%
5,540
-2,382
307
$584K 0.06%
1,260
+334
308
$582K 0.06%
5,512
+2,602
309
$577K 0.06%
16,300
310
$574K 0.06%
9,377
+3,732
311
$570K 0.06%
9,380
+3,348
312
$566K 0.06%
16,039
+1,993
313
$565K 0.06%
1,987
+433
314
$554K 0.06%
2,654
+113
315
$554K 0.06%
784
-17
316
$548K 0.06%
12,066
+6,588
317
$533K 0.05%
7,889
+633
318
$530K 0.05%
24,745
+1,288
319
$519K 0.05%
3,977
+1,007
320
$519K 0.05%
26,163
+158
321
$518K 0.05%
2,159
+442
322
$515K 0.05%
2,996
+494
323
$514K 0.05%
9,772
+267
324
$513K 0.05%
1,433
+468
325
$504K 0.05%
102,468
+42,082
11 12
13
14 15