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
801
$110K 0.01%
529
+90
802
$110K 0.01%
476
-60
803
$109K 0.01%
760
+585
804
$109K 0.01%
4,323
+4,078
805
$108K 0.01%
1,428
+1,056
806
$107K 0.01%
1,512
-132
807
$107K 0.01%
985
+361
808
$107K 0.01%
1,509
+1,222
809
$107K 0.01%
2,951
-2,380
810
$107K 0.01%
712
+101
811
$107K 0.01%
2,061
+1,906
812
$106K 0.01%
1,656
-1,944
813
$106K 0.01%
645
+450
814
$106K 0.01%
50
+12
815
$106K 0.01%
876
+539
816
$106K 0.01%
2,210
+1,277
817
$106K 0.01%
572
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818
$105K 0.01%
1,228
+147
819
$105K 0.01%
1,032
+797
820
$105K 0.01%
4,237
+3,854
821
$105K 0.01%
1,623
+803
822
$105K 0.01%
1,093
+349
823
$105K 0.01%
1,112
+929
824
$105K 0.01%
398
+108
825
$105K 0.01%
405
+291
31 32
33
34 35