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
951
$79.1K 0.01%
7,912
+4,617
952
$78.7K 0.01%
4,252
+2,933
953
$78.7K 0.01%
1,055
+367
954
$78.7K 0.01%
9,665
-876
955
$78.5K 0.01%
1,337
956
$78.4K 0.01%
2,099
+616
957
$78.3K 0.01%
731
+143
958
$78K 0.01%
2,501
+308
959
$77.8K 0.01%
+2,990
960
$77.6K 0.01%
924
+148
961
$77.5K 0.01%
1,091
+845
962
$77.4K 0.01%
126
+54
963
$77.3K 0.01%
1,310
+53
964
$77K 0.01%
740
+18
965
$76.7K 0.01%
2,098
+1,570
966
$76.7K 0.01%
2,456
+1,802
967
$76.6K 0.01%
2,051
+215
968
$76.4K 0.01%
287
-35
969
$76.2K 0.01%
1,376
+493
970
$76.1K 0.01%
2,608
+308
971
$75.7K 0.01%
504
+374
972
$75.5K 0.01%
1,382
+1,040
973
$75.5K 0.01%
2,378
+1,320
974
$75.4K 0.01%
1,345
+223
975
$75.4K 0.01%
1,016
+799
37 38
39
40 41