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
726
$128K 0.01%
3,749
+2,186
727
$127K 0.01%
928
+300
728
$127K 0.01%
1,379
+891
729
$127K 0.01%
3,783
-871
730
$127K 0.01%
1,976
-109
731
$127K 0.01%
202
732
$127K 0.01%
2,061
+802
733
$126K 0.01%
386
+26
734
$125K 0.01%
7,079
+6,826
735
$125K 0.01%
4,151
-2,382
736
$125K 0.01%
4,500
+4,271
737
$125K 0.01%
7,278
+4,992
738
$125K 0.01%
2,628
+1,777
739
$124K 0.01%
5,800
+2,976
740
$123K 0.01%
3,912
+2,071
741
$123K 0.01%
1,635
+994
742
$123K 0.01%
2,099
+1,078
743
$123K 0.01%
684
+164
744
$122K 0.01%
3,801
745
$122K 0.01%
2,137
+361
746
$122K 0.01%
4,542
+1,159
747
$122K 0.01%
5,552
+4,384
748
$122K 0.01%
901
+696
749
$122K 0.01%
301
-39
750
$122K 0.01%
3,151
+316
28 29
30
31 32