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
1001
$72.2K 0.01%
2,858
+290
1002
$71.9K 0.01%
571
+461
1003
$71.9K 0.01%
161
+128
1004
$71.9K 0.01%
646
+40
1005
$71.9K 0.01%
2,101
-1
1006
$71.9K 0.01%
751
+524
1007
$71.5K 0.01%
907
+284
1008
$71.5K 0.01%
200
1009
$71.2K 0.01%
1,261
+1,153
1010
$71K 0.01%
421
-163
1011
$70.8K 0.01%
471
+52
1012
$70.8K 0.01%
608
+47
1013
$70.6K 0.01%
793
-17
1014
$70.6K 0.01%
41
-29
1015
$70.5K 0.01%
3,800
+3,032
1016
$70.4K 0.01%
720
+13
1017
$70.3K 0.01%
4,156
+2,787
1018
$70.2K 0.01%
730
+29
1019
$70K 0.01%
1,265
+1,058
1020
$69.9K 0.01%
2,000
1021
$69.9K 0.01%
549
+126
1022
$69.8K 0.01%
532
+401
1023
$69.2K 0.01%
3,467
+2,630
1024
$69K 0.01%
2,380
+277
1025
$68.9K 0.01%
1,190
+843
39 40
41
42 43