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
826
$104K 0.01%
657
+220
827
$104K 0.01%
750
828
$104K 0.01%
4,047
+3,157
829
$104K 0.01%
1,354
+950
830
$103K 0.01%
2,697
+1,649
831
$103K 0.01%
3,980
+2,934
832
$103K 0.01%
3,320
+2,207
833
$103K 0.01%
5,165
+4,958
834
$102K 0.01%
2,765
+2,325
835
$102K 0.01%
2,870
+1,231
836
$102K 0.01%
650
+72
837
$102K 0.01%
1,189
+747
838
$102K 0.01%
2,134
+61
839
$101K 0.01%
3,286
+2,380
840
$101K 0.01%
2,588
+212
841
$101K 0.01%
805
-364
842
$100K 0.01%
595
+56
843
$100K 0.01%
1,288
+108
844
$100K 0.01%
347
+192
845
$99.1K 0.01%
2,942
+2,664
846
$99.1K 0.01%
22,427
+16,452
847
$98.9K 0.01%
205
+33
848
$98.8K 0.01%
900
-31
849
$98.4K 0.01%
737
+532
850
$98.2K 0.01%
861
-2
32 33
34
35 36