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
376
$392K 0.04%
22,937
+999
377
$392K 0.04%
7,626
-12,601
378
$391K 0.04%
7,168
+4,597
379
$387K 0.04%
1,427
+400
380
$387K 0.04%
3,755
-492
381
$386K 0.04%
3,444
+556
382
$385K 0.04%
4,411
+2,182
383
$385K 0.04%
5,014
+2,088
384
$383K 0.04%
3,239
+599
385
$379K 0.04%
3,856
+2,817
386
$372K 0.04%
+4,116
387
$372K 0.04%
5,456
+1,430
388
$372K 0.04%
3,907
+1,014
389
$372K 0.04%
5,174
-480
390
$371K 0.04%
5,979
+253
391
$369K 0.04%
14,217
+8,256
392
$369K 0.04%
1,533
+41
393
$368K 0.04%
4,054
-119
394
$366K 0.04%
286
+97
395
$365K 0.04%
14,375
+551
396
$364K 0.04%
9,661
+3,409
397
$363K 0.04%
3,937
+802
398
$362K 0.04%
1,036
+289
399
$362K 0.04%
36,622
+656
400
$362K 0.04%
603
+137
14 15
16
17 18