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
1151
$53.6K 0.01%
442
+216
1152
$53.5K 0.01%
4,304
+3,531
1153
$53.4K 0.01%
1,149
+918
1154
$53.4K 0.01%
1,057
+812
1155
$53.2K 0.01%
667
+503
1156
$53.2K 0.01%
1,681
-1,677
1157
$53.1K 0.01%
13,197
+10,602
1158
$53K 0.01%
2,015
+1,894
1159
$53K 0.01%
186
+61
1160
$52.8K 0.01%
1,970
+1,660
1161
$52.7K 0.01%
2,442
+1,859
1162
$52.7K 0.01%
402
+101
1163
$52.6K 0.01%
964
+110
1164
$52.6K 0.01%
644
+276
1165
$52.5K 0.01%
759
+143
1166
$52.4K 0.01%
970
+913
1167
$52.4K 0.01%
114
+7
1168
$51.9K 0.01%
1,206
+491
1169
$51.8K 0.01%
337
+105
1170
$51.5K 0.01%
1,530
+913
1171
$51.4K 0.01%
3,634
+1,751
1172
$51.3K 0.01%
563
+426
1173
$51.1K 0.01%
549
+453
1174
$51.1K 0.01%
1,173
+173
1175
$51K 0.01%
2,535
+2,062
45 46
47
48 49