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
751
$122K 0.01%
777
+652
752
$122K 0.01%
2,241
+368
753
$122K 0.01%
501
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754
$122K 0.01%
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755
$121K 0.01%
3,760
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756
$121K 0.01%
620
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757
$121K 0.01%
576
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758
$121K 0.01%
17,589
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759
$121K 0.01%
2,411
-1,989
760
$121K 0.01%
2,371
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761
$120K 0.01%
900
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$120K 0.01%
312
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763
$119K 0.01%
1,895
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764
$119K 0.01%
1,345
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765
$118K 0.01%
11,251
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$118K 0.01%
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$118K 0.01%
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$118K 0.01%
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$117K 0.01%
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770
$117K 0.01%
599
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$117K 0.01%
1,392
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772
$117K 0.01%
1,233
-636
773
$117K 0.01%
2,243
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774
$117K 0.01%
322
+1
775
$116K 0.01%
1,700
+297
29 30
31
32 33