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
901
$87.7K 0.01%
469
+341
902
$87.6K 0.01%
1,306
+741
903
$87.1K 0.01%
898
+679
904
$86.9K 0.01%
863
+569
905
$86.5K 0.01%
370
+134
906
$86.5K 0.01%
462
+261
907
$86.4K 0.01%
820
+57
908
$86.2K 0.01%
956
+634
909
$85.9K 0.01%
1,920
+488
910
$85.8K 0.01%
970
-108
911
$85.6K 0.01%
7,258
+1,546
912
$85.6K 0.01%
1,794
+1,175
913
$85.6K 0.01%
1,394
+941
914
$85.5K 0.01%
7,607
+3,047
915
$85.4K 0.01%
12,547
-807
916
$84.9K 0.01%
2,950
+2,502
917
$84.8K 0.01%
785
+70
918
$84.7K 0.01%
1,119
+501
919
$84.6K 0.01%
365
+80
920
$84.2K 0.01%
991
+705
921
$84.2K 0.01%
459
+175
922
$84.1K 0.01%
794
+637
923
$83.9K 0.01%
5,701
+1,631
924
$83.9K 0.01%
8,323
+7,434
925
$83.5K 0.01%
9,012
+7,112
35 36
37
38 39