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
401
$361K 0.04%
1,507
+96
402
$360K 0.04%
622
+148
403
$359K 0.04%
1,061
+145
404
$356K 0.04%
4,845
+164
405
$354K 0.04%
1,284
+192
406
$353K 0.04%
22,544
+9,819
407
$353K 0.04%
13,655
+2,599
408
$348K 0.04%
285
-18
409
$347K 0.04%
767
+280
410
$345K 0.04%
6,396
+1,241
411
$343K 0.03%
6,704
+1,502
412
$339K 0.03%
5,789
+729
413
$335K 0.03%
5,928
+2,260
414
$334K 0.03%
8,223
+879
415
$333K 0.03%
11,462
+5,542
416
$332K 0.03%
1,924
+412
417
$332K 0.03%
4,010
+351
418
$330K 0.03%
2,747
+573
419
$328K 0.03%
1,539
+474
420
$328K 0.03%
4,237
+964
421
$321K 0.03%
4,429
+1,062
422
$321K 0.03%
8,410
+2,751
423
$321K 0.03%
2,053
-218
424
$317K 0.03%
14,200
+2,660
425
$317K 0.03%
1,825
+286
15 16
17
18 19