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
451
$283K 0.03%
10,053
-471
452
$281K 0.03%
2,531
453
$280K 0.03%
3,689
+693
454
$277K 0.03%
1,933
+68
455
$275K 0.03%
1,317
+162
456
$273K 0.03%
3,232
+944
457
$272K 0.03%
2,745
458
$272K 0.03%
3,963
+250
459
$270K 0.03%
1,176
+312
460
$269K 0.03%
5,792
-632
461
$269K 0.03%
5,508
+1,242
462
$269K 0.03%
1,919
+668
463
$268K 0.03%
3,516
+928
464
$267K 0.03%
3,151
-707
465
$266K 0.03%
6,013
-1,361
466
$264K 0.03%
1,555
+624
467
$263K 0.03%
10,313
-89
468
$263K 0.03%
2,373
-8
469
$262K 0.03%
635
+58
470
$258K 0.03%
1,384
-119
471
$258K 0.03%
128
+33
472
$257K 0.03%
26,343
-618
473
$256K 0.03%
2,343
-340
474
$256K 0.03%
2,777
+234
475
$255K 0.03%
861
+449
17 18
19
20 21