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
576
$184K 0.02%
7,788
+1,428
577
$184K 0.02%
9,005
+1,140
578
$184K 0.02%
430
+233
579
$183K 0.02%
3,926
+3,210
580
$183K 0.02%
4,754
+1,926
581
$180K 0.02%
2,235
+326
582
$180K 0.02%
1,987
+497
583
$178K 0.02%
983
+50
584
$178K 0.02%
1,780
+1,364
585
$178K 0.02%
2,154
+440
586
$178K 0.02%
2,150
-254
587
$176K 0.02%
747
+306
588
$176K 0.02%
4,171
+741
589
$176K 0.02%
3,304
+804
590
$174K 0.02%
773
+222
591
$173K 0.02%
2,455
592
$173K 0.02%
5,615
+192
593
$173K 0.02%
2,268
+314
594
$172K 0.02%
1,770
+892
595
$172K 0.02%
1,857
+106
596
$171K 0.02%
1,475
+277
597
$171K 0.02%
6,033
-505
598
$171K 0.02%
5,337
+1,835
599
$170K 0.02%
2,200
+375
600
$170K 0.02%
781
-31
22 23
24
25 26