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
876
$91.6K 0.01%
1,603
+565
877
$91.3K 0.01%
1,306
+134
878
$91.2K 0.01%
6,901
+6,090
879
$90.9K 0.01%
2,931
+7
880
$90.6K 0.01%
2,011
+470
881
$90.3K 0.01%
6,169
+3,012
882
$90K 0.01%
3,318
+1,915
883
$89.9K 0.01%
1,986
+1,181
884
$89.9K 0.01%
1,431
+896
885
$89.7K 0.01%
3,038
+44
886
$89.7K 0.01%
722
+59
887
$89.6K 0.01%
317
+100
888
$89.5K 0.01%
579
-320
889
$89.5K 0.01%
9,769
+7,189
890
$89.5K 0.01%
3,339
+479
891
$89.3K 0.01%
1,105
+619
892
$89.1K 0.01%
15,990
-456
893
$89K 0.01%
1,227
+501
894
$88.6K 0.01%
3,442
+2,090
895
$88.3K 0.01%
667
+493
896
$88.3K 0.01%
482
+69
897
$88.1K 0.01%
4,376
898
$88.1K 0.01%
2,805
+1,268
899
$87.8K 0.01%
3,777
+1,844
900
$87.7K 0.01%
1,283
+264
34 35
36
37 38