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
51
$3.51M 0.36%
128,727
+4,371
52
$3.46M 0.35%
8,358
+1,862
53
$3.46M 0.35%
117,847
+16,150
54
$3.45M 0.35%
44,633
+19,942
55
$3.39M 0.35%
32,097
+3,230
56
$3.35M 0.34%
3,134
+253
57
$3.31M 0.34%
21,344
-947
58
$3.31M 0.34%
20,548
+4,136
59
$3.27M 0.33%
32,798
+5,143
60
$3.25M 0.33%
40,105
+2,518
61
$3.22M 0.33%
9,125
+1,623
62
$3.17M 0.32%
22,187
+3,915
63
$3.14M 0.32%
18,840
+1,410
64
$3.01M 0.31%
10,360
-72
65
$2.94M 0.3%
8,746
+1,753
66
$2.93M 0.3%
17,315
+983
67
$2.91M 0.3%
66,205
+16,055
68
$2.88M 0.29%
12,287
+2,281
69
$2.85M 0.29%
9,835
+1,075
70
$2.83M 0.29%
65,152
+1,882
71
$2.76M 0.28%
42,450
-1,102
72
$2.75M 0.28%
77,966
+8,246
73
$2.75M 0.28%
123,668
+24,249
74
$2.74M 0.28%
28,235
+2,284
75
$2.73M 0.28%
40,143
-1,993
1 2
3
4 5