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
676
$142K 0.01%
7,749
-855
677
$142K 0.01%
1,910
+398
678
$142K 0.01%
7,275
+3,779
679
$142K 0.01%
3,755
-154
680
$141K 0.01%
3,556
+580
681
$141K 0.01%
2,226
+799
682
$141K 0.01%
932
-161
683
$141K 0.01%
1,238
-647
684
$140K 0.01%
569
+56
685
$140K 0.01%
907
+567
686
$139K 0.01%
6,259
-104
687
$139K 0.01%
1,115
+323
688
$138K 0.01%
4,211
-568
689
$138K 0.01%
5,530
+4,269
690
$137K 0.01%
887
+405
691
$137K 0.01%
1,812
+142
692
$137K 0.01%
554
+13
693
$137K 0.01%
1,707
+1,555
694
$137K 0.01%
5,963
+2,586
695
$136K 0.01%
1,524
+1,030
696
$136K 0.01%
3,289
+132
697
$136K 0.01%
2,484
+1,945
698
$136K 0.01%
6,370
+4,705
699
$136K 0.01%
1,962
+322
700
$136K 0.01%
1,243
+492
26 27
28
29 30