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
26
$5.84M 0.6%
122,174
+5,664
27
$5.56M 0.57%
188,456
+26,277
28
$5.48M 0.56%
146,384
+15,564
29
$5.42M 0.55%
5,880
+890
30
$5.22M 0.53%
120,973
+3,728
31
$5.16M 0.53%
30,852
+7,221
32
$5.12M 0.52%
49,133
+2,222
33
$5.06M 0.52%
185,363
+33,513
34
$4.81M 0.49%
33,570
+1,942
35
$4.79M 0.49%
9,112
+1,454
36
$4.7M 0.48%
51,870
+12,738
37
$4.55M 0.46%
129,588
+14,367
38
$4.41M 0.45%
11,313
+1,842
39
$4.33M 0.44%
74,621
-13,318
40
$4.2M 0.43%
43,303
+887
41
$4.16M 0.42%
4,620
+795
42
$4.06M 0.41%
45,774
-4,098
43
$4M 0.41%
22,718
+3,489
44
$3.99M 0.41%
154,464
+26,430
45
$3.89M 0.4%
7,664
+1,596
46
$3.69M 0.38%
74,177
-873
47
$3.65M 0.37%
92,673
-6,720
48
$3.65M 0.37%
141,356
+11,143
49
$3.61M 0.37%
105,611
+4,091
50
$3.53M 0.36%
35,925
+2,058
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