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
651
$150K 0.02%
1,495
+295
652
$149K 0.02%
2,251
+1,207
653
$148K 0.02%
1,883
+435
654
$148K 0.02%
438
+109
655
$148K 0.02%
5,788
+322
656
$148K 0.02%
7,385
+1,904
657
$147K 0.02%
2,593
+2,133
658
$147K 0.02%
1,947
+63
659
$147K 0.02%
321
+116
660
$146K 0.01%
956
+457
661
$146K 0.01%
3,040
+352
662
$146K 0.01%
1,549
+1,380
663
$145K 0.01%
899
+123
664
$145K 0.01%
1,308
+390
665
$144K 0.01%
2,901
+1,739
666
$144K 0.01%
1,240
+592
667
$144K 0.01%
2,869
+431
668
$143K 0.01%
455
+114
669
$142K 0.01%
2,313
+1,020
670
$142K 0.01%
2,355
+43
671
$142K 0.01%
4,983
-192
672
$142K 0.01%
5,541
+75
673
$142K 0.01%
3,000
+1,095
674
$142K 0.01%
1,969
+1,782
675
$142K 0.01%
7,533
+4,408
25 26
27
28 29