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
476
$254K 0.03%
993
+236
477
$254K 0.03%
10,129
+6,674
478
$251K 0.03%
1,660
+269
479
$251K 0.03%
752
-171
480
$250K 0.03%
4,380
+544
481
$250K 0.03%
1,138
+209
482
$249K 0.03%
12,513
+6,175
483
$249K 0.03%
8,739
+2,488
484
$249K 0.03%
1,108
+314
485
$248K 0.03%
1,212
-205
486
$247K 0.03%
726
-8
487
$246K 0.03%
42,160
+10,233
488
$246K 0.03%
2,120
+48
489
$245K 0.03%
8,061
+3,412
490
$245K 0.02%
1,434
+265
491
$243K 0.02%
1,844
+706
492
$242K 0.02%
2,113
+242
493
$238K 0.02%
5,474
+838
494
$236K 0.02%
1,181
-231
495
$236K 0.02%
1,284
+466
496
$235K 0.02%
1,262
+446
497
$232K 0.02%
1,938
-536
498
$231K 0.02%
1,824
+1,031
499
$228K 0.02%
2,094
-187
500
$227K 0.02%
1,391
+223
18 19
20
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