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
501
$227K 0.02%
8,360
+1,096
502
$227K 0.02%
2,526
+141
503
$226K 0.02%
2,324
+138
504
$225K 0.02%
742
+384
505
$224K 0.02%
755
+90
506
$222K 0.02%
2,402
+1,385
507
$220K 0.02%
80,761
+20,790
508
$218K 0.02%
361
+133
509
$218K 0.02%
8,030
-4,252
510
$217K 0.02%
1,143
511
$216K 0.02%
2,880
+555
512
$216K 0.02%
3,594
-929
513
$215K 0.02%
1,650
+310
514
$215K 0.02%
1,609
+275
515
$214K 0.02%
4,160
+3,756
516
$213K 0.02%
11,115
+4,405
517
$213K 0.02%
2,230
+2,134
518
$213K 0.02%
1,609
+1,279
519
$212K 0.02%
1,781
-100
520
$212K 0.02%
876
+354
521
$211K 0.02%
1,342
+35
522
$211K 0.02%
4,930
+1,260
523
$210K 0.02%
1,431
+392
524
$209K 0.02%
2,131
+841
525
$209K 0.02%
1,574
+636
19 20
21
22 23