SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.79%
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 19.29%
2 Financials 9.42%
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
926
$83.4K 0.01%
2,273
+1,195
927
$83.3K 0.01%
2,985
-205
928
$83.1K 0.01%
405
+27
929
$83K 0.01%
452
+205
930
$82.9K 0.01%
+2,996
931
$82.8K 0.01%
1,322
+40
932
$82.7K 0.01%
811
+207
933
$82.1K 0.01%
529
+376
934
$81.8K 0.01%
1,482
+1,125
935
$81.6K 0.01%
228
+105
936
$81.5K 0.01%
4,189
-33
937
$81.2K 0.01%
809
+287
938
$81.2K 0.01%
455
+107
939
$80.5K 0.01%
567
+376
940
$80.3K 0.01%
725
+37
941
$80.3K 0.01%
395
+159
942
$80.3K 0.01%
1,491
+1,023
943
$80.2K 0.01%
1,707
+409
944
$80.1K 0.01%
497
+11
945
$79.8K 0.01%
711
+570
946
$79.7K 0.01%
1,123
+678
947
$79.7K 0.01%
1,643
+1,255
948
$79.6K 0.01%
190
+38
949
$79.5K 0.01%
2,061
+1,683
950
$79.2K 0.01%
751
+592
36 37
38
39 40