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
626
$159K 0.02%
4,140
+3,470
627
$159K 0.02%
2,768
+2,024
628
$159K 0.02%
2,769
+740
629
$159K 0.02%
3,774
-163
630
$159K 0.02%
3,011
+856
631
$159K 0.02%
642
+222
632
$159K 0.02%
2,048
+192
633
$158K 0.02%
766
+64
634
$158K 0.02%
2,703
+883
635
$158K 0.02%
4,203
-581
636
$157K 0.02%
698
+192
637
$157K 0.02%
12,170
-3,592
638
$157K 0.02%
374
+284
639
$156K 0.02%
1,563
+431
640
$156K 0.02%
965
+240
641
$155K 0.02%
959
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642
$154K 0.02%
7,635
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643
$153K 0.02%
2,233
-273
644
$152K 0.02%
9,761
-1,805
645
$152K 0.02%
1,057
+499
646
$151K 0.02%
1,378
-222
647
$151K 0.02%
3,464
+603
648
$151K 0.02%
1,448
+291
649
$151K 0.02%
2,704
+1,873
650
$150K 0.02%
87
-12
24 25
26
27 28