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
976
$75.3K 0.01%
565
+447
977
$75K 0.01%
980
+78
978
$74.8K 0.01%
5,270
+584
979
$74.8K 0.01%
3,023
+1,853
980
$74.7K 0.01%
2,564
+429
981
$74.5K 0.01%
1,203
+702
982
$74.4K 0.01%
584
+518
983
$74.3K 0.01%
887
+26
984
$74.3K 0.01%
518
+134
985
$74K 0.01%
1,366
986
$73.9K 0.01%
1,868
+64
987
$73.8K 0.01%
1,525
+235
988
$73.8K 0.01%
1,927
+1,407
989
$73.7K 0.01%
538
+146
990
$73.4K 0.01%
4,097
+2,428
991
$73.3K 0.01%
2,434
+1,351
992
$73.3K 0.01%
2,717
+1,873
993
$73.1K 0.01%
800
-1,068
994
$72.9K 0.01%
2,623
+81
995
$72.8K 0.01%
1,746
-66
996
$72.8K 0.01%
1,156
+987
997
$72.8K 0.01%
731
+158
998
$72.7K 0.01%
617
-11
999
$72.6K 0.01%
10,494
+7,729
1000
$72.3K 0.01%
166
+37
38 39
40
41 42