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
326
$504K 0.05%
5,647
-303
327
$503K 0.05%
9,399
+8,424
328
$500K 0.05%
3,722
+325
329
$500K 0.05%
1,899
+655
330
$499K 0.05%
13,839
+6,302
331
$495K 0.05%
2,802
+591
332
$492K 0.05%
2,112
+440
333
$491K 0.05%
3,159
+367
334
$488K 0.05%
3,851
+293
335
$487K 0.05%
+3,408
336
$487K 0.05%
2,738
+520
337
$479K 0.05%
2,801
+759
338
$479K 0.05%
105,415
+40,438
339
$474K 0.05%
1,485
+437
340
$474K 0.05%
911
+141
341
$471K 0.05%
10,725
+760
342
$465K 0.05%
3,333
+425
343
$463K 0.05%
5,845
+1,190
344
$459K 0.05%
7,645
+3,084
345
$459K 0.05%
2,501
+920
346
$459K 0.05%
9,179
+894
347
$453K 0.05%
5,024
+76
348
$450K 0.05%
12,504
+1,152
349
$449K 0.05%
7,725
+468
350
$449K 0.05%
9,303
+5,819
12 13
14
15 16