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
351
$448K 0.05%
861
+362
352
$448K 0.05%
8,525
+2,734
353
$445K 0.05%
2,524
+632
354
$443K 0.05%
2,752
+737
355
$437K 0.04%
1,669
+751
356
$437K 0.04%
3,623
+1,339
357
$436K 0.04%
1,175
+880
358
$430K 0.04%
5,789
+797
359
$430K 0.04%
3,979
-208
360
$425K 0.04%
14,777
+5,795
361
$425K 0.04%
31,968
+10,516
362
$419K 0.04%
1,467
+832
363
$418K 0.04%
2,084
-2,300
364
$417K 0.04%
1,971
-41
365
$416K 0.04%
10,539
+359
366
$414K 0.04%
5,368
+1,257
367
$408K 0.04%
2,453
+567
368
$406K 0.04%
3,915
+421
369
$403K 0.04%
4,697
+386
370
$402K 0.04%
11,946
+4,746
371
$402K 0.04%
3,599
+1,233
372
$397K 0.04%
+8,821
373
$396K 0.04%
2,122
+83
374
$395K 0.04%
17,585
+17,090
375
$393K 0.04%
3,753
+2,490
13 14
15
16 17