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
551
$194K 0.02%
3,704
-27,707
552
$193K 0.02%
1,867
+1,508
553
$193K 0.02%
1,478
+562
554
$193K 0.02%
2,474
-29
555
$193K 0.02%
1,102
-28
556
$193K 0.02%
887
+192
557
$191K 0.02%
2,940
-1,581
558
$191K 0.02%
751
-382
559
$190K 0.02%
1,659
-658
560
$190K 0.02%
2,020
+352
561
$190K 0.02%
2,640
+1,253
562
$190K 0.02%
8,536
-11
563
$189K 0.02%
1,023
+232
564
$189K 0.02%
3,185
+513
565
$189K 0.02%
270
+93
566
$189K 0.02%
909
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567
$188K 0.02%
1,083
+5
568
$188K 0.02%
1,420
+809
569
$187K 0.02%
2,017
+511
570
$186K 0.02%
870
-3
571
$186K 0.02%
3,836
+301
572
$186K 0.02%
1,793
+147
573
$186K 0.02%
2,330
+1,006
574
$186K 0.02%
2,540
+574
575
$185K 0.02%
8,718
+3,519
21 22
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