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
76
$2.71M 0.28%
61,469
+2,468
77
$2.69M 0.27%
2,622
+913
78
$2.64M 0.27%
23,988
+1,083
79
$2.63M 0.27%
4,580
+700
80
$2.62M 0.27%
44,321
+10,461
81
$2.59M 0.26%
5,000
+298
82
$2.57M 0.26%
22,760
+3,386
83
$2.53M 0.26%
14,155
-1,259
84
$2.51M 0.26%
7,553
+929
85
$2.47M 0.25%
21,515
+20,595
86
$2.43M 0.25%
47,165
-2,223
87
$2.39M 0.24%
19,766
+3,619
88
$2.39M 0.24%
33,190
+1,552
89
$2.38M 0.24%
38,411
+5,482
90
$2.33M 0.24%
46,284
-461
91
$2.3M 0.23%
6,341
+1,944
92
$2.29M 0.23%
33,811
-1,468
93
$2.25M 0.23%
451
+66
94
$2.23M 0.23%
3,538
+527
95
$2.23M 0.23%
72,690
+2,043
96
$2.23M 0.23%
4,995
+893
97
$2.21M 0.23%
14,593
-632
98
$2.19M 0.22%
9,962
+1,765
99
$2.13M 0.22%
7,156
+1,795
100
$2.12M 0.22%
4,032
+673
2 3
4
5 6