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
776
$116K 0.01%
1,139
+274
777
$116K 0.01%
593
+298
778
$116K 0.01%
1,488
+1,235
779
$116K 0.01%
5,911
-249
780
$116K 0.01%
1,264
+451
781
$115K 0.01%
2,102
+674
782
$115K 0.01%
396
783
$115K 0.01%
+5,250
784
$115K 0.01%
749
+509
785
$115K 0.01%
1,285
+183
786
$114K 0.01%
2,749
+2,385
787
$114K 0.01%
4,679
+2,993
788
$113K 0.01%
1,493
+1,015
789
$113K 0.01%
1,562
+296
790
$113K 0.01%
1,528
+49
791
$113K 0.01%
1,257
+324
792
$113K 0.01%
348
793
$112K 0.01%
6,760
-255
794
$112K 0.01%
742
+110
795
$112K 0.01%
760
+119
796
$112K 0.01%
546
+171
797
$112K 0.01%
1,217
-367
798
$111K 0.01%
647
+514
799
$110K 0.01%
948
-130
800
$110K 0.01%
1,543
+1,037
30 31
32
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