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
1126
$55.9K 0.01%
646
-87
1127
$55.9K 0.01%
794
+258
1128
$55.8K 0.01%
911
+644
1129
$55.8K 0.01%
327
+66
1130
$55.7K 0.01%
994
-35
1131
$55.7K 0.01%
462
+405
1132
$55.6K 0.01%
2,309
+1,640
1133
$55.3K 0.01%
518
+52
1134
$55.1K 0.01%
1,642
+778
1135
$55.1K 0.01%
3,358
+1,944
1136
$54.9K 0.01%
2,038
+780
1137
$54.8K 0.01%
6,146
+3,424
1138
$54.7K 0.01%
3,330
1139
$54.7K 0.01%
1,989
+660
1140
$54.6K 0.01%
442
+320
1141
$54.4K 0.01%
3,558
+2,379
1142
$54.2K 0.01%
1,554
+753
1143
$54.1K 0.01%
1,340
+603
1144
$54K 0.01%
1,532
+713
1145
$54K 0.01%
952
+168
1146
$54K 0.01%
574
+188
1147
$53.9K 0.01%
329
1148
$53.8K 0.01%
9,184
+3,802
1149
$53.8K 0.01%
738
+569
1150
$53.6K 0.01%
786
-45
44 45
46
47 48