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
1176
$50.9K 0.01%
138
-4
1177
$50.7K 0.01%
1,208
+707
1178
$50.7K 0.01%
830
+243
1179
$50.4K 0.01%
2,367
+1,029
1180
$50.3K 0.01%
1,022
+850
1181
$50K 0.01%
3,795
+2,935
1182
$50K 0.01%
88
1183
$49.8K 0.01%
2,116
+636
1184
$49.8K 0.01%
765
+688
1185
$49.5K 0.01%
319
+198
1186
$49.3K 0.01%
324
-40
1187
$49.2K 0.01%
727
+243
1188
$49.2K 0.01%
1,611
+1,332
1189
$49K 0.01%
593
+495
1190
$49K 0.01%
624
+403
1191
$49K 0.01%
399
+124
1192
$48.9K 0.01%
562
+385
1193
$48.7K 0.01%
327
+286
1194
$48.7K 0.01%
2,682
+266
1195
$48.6K 0.01%
1,942
+1,611
1196
$48.6K 0.01%
1,339
+613
1197
$48.5K ﹤0.01%
2,343
+444
1198
$48.3K ﹤0.01%
785
+522
1199
$48.3K ﹤0.01%
3,709
+2,691
1200
$48.2K ﹤0.01%
538
+178
46 47
48
49 50