SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
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 19.3%
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
1026
$68.8K 0.01%
2,162
+1,897
1027
$68.8K 0.01%
1,868
+1,387
1028
$68.5K 0.01%
3,962
+3,387
1029
$68.2K 0.01%
390
+264
1030
$68.1K 0.01%
1,360
+575
1031
$68.1K 0.01%
1,541
+1,142
1032
$68K 0.01%
733
+164
1033
$67.9K 0.01%
1,125
+710
1034
$67.7K 0.01%
1,056
+542
1035
$67.7K 0.01%
4,348
+2,926
1036
$67.3K 0.01%
3,423
+2,184
1037
$67.2K 0.01%
+2,504
1038
$66.9K 0.01%
575
+139
1039
$66.7K 0.01%
1,222
-222
1040
$66.4K 0.01%
659
-760
1041
$66.3K 0.01%
830
+31
1042
$66.2K 0.01%
1,710
+1,229
1043
$65.9K 0.01%
357
+229
1044
$65.6K 0.01%
141
-3
1045
$65.4K 0.01%
1,775
+1,101
1046
$65.4K 0.01%
715
+570
1047
$65.3K 0.01%
152
+61
1048
$65.2K 0.01%
2,369
-490
1049
$65.2K 0.01%
617
+303
1050
$65.1K 0.01%
1,895
-2,443
40 41
42
43 44