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
1076
$62K 0.01%
272
+220
1077
$61.9K 0.01%
1,012
+561
1078
$61.8K 0.01%
130
+15
1079
$61.6K 0.01%
555
+111
1080
$61.6K 0.01%
+332
1081
$61.5K 0.01%
5,776
-431
1082
$61.5K 0.01%
3,007
-9,873
1083
$61.4K 0.01%
+1,463
1084
$61.1K 0.01%
449
+37
1085
$61.1K 0.01%
1,265
+286
1086
$61K 0.01%
531
+132
1087
$60.6K 0.01%
1,179
+966
1088
$60.4K 0.01%
2,600
+1,939
1089
$60.4K 0.01%
839
+133
1090
$60.4K 0.01%
280
+206
1091
$60.1K 0.01%
2,999
+2,356
1092
$60K 0.01%
2,517
+609
1093
$60K 0.01%
535
+505
1094
$60K 0.01%
706
-311
1095
$59.9K 0.01%
617
1096
$59.9K 0.01%
1,905
+1,594
1097
$59.8K 0.01%
1,140
+247
1098
$59.7K 0.01%
727
+68
1099
$59.1K 0.01%
471
+110
1100
$59K 0.01%
345
+247
42 43
44
45 46