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
426
$315K 0.03%
2,441
+766
427
$314K 0.03%
1,586
+237
428
$312K 0.03%
1,620
+216
429
$310K 0.03%
5,289
+188
430
$308K 0.03%
2,551
+1,118
431
$307K 0.03%
2,072
+734
432
$307K 0.03%
9,412
+759
433
$307K 0.03%
13,288
+11,474
434
$304K 0.03%
2,172
+420
435
$302K 0.03%
11,301
+3,765
436
$301K 0.03%
2,736
-1,857
437
$301K 0.03%
914
+248
438
$299K 0.03%
29,348
+10,695
439
$298K 0.03%
1,255
440
$297K 0.03%
1,060
+126
441
$296K 0.03%
9,672
+6,269
442
$296K 0.03%
4,090
-403
443
$293K 0.03%
1,573
+1,130
444
$291K 0.03%
3,045
+1,174
445
$291K 0.03%
2,318
446
$290K 0.03%
1,543
+138
447
$288K 0.03%
2,182
+523
448
$285K 0.03%
6,346
+5,342
449
$285K 0.03%
891
+842
450
$285K 0.03%
1,160
16 17
18
19 20