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
1201
$47.9K ﹤0.01%
518
+88
1202
$47.8K ﹤0.01%
2,144
+1,345
1203
$47.7K ﹤0.01%
1,243
+502
1204
$47.5K ﹤0.01%
770
+505
1205
$47.1K ﹤0.01%
955
+287
1206
$47K ﹤0.01%
705
+441
1207
$47K ﹤0.01%
357
1208
$46.9K ﹤0.01%
1,514
+621
1209
$46.8K ﹤0.01%
668
+433
1210
$46.8K ﹤0.01%
1,499
+111
1211
$46.8K ﹤0.01%
1,267
+870
1212
$46.7K ﹤0.01%
431
+216
1213
$46.7K ﹤0.01%
262
+63
1214
$46.4K ﹤0.01%
903
+595
1215
$46.3K ﹤0.01%
851
+703
1216
$46.2K ﹤0.01%
740
+476
1217
$46.2K ﹤0.01%
1,767
+1,029
1218
$46.1K ﹤0.01%
392
+46
1219
$46K ﹤0.01%
275
+195
1220
$46K ﹤0.01%
1,740
+1,401
1221
$46K ﹤0.01%
3,236
+1,779
1222
$45.9K ﹤0.01%
4,917
+661
1223
$45.9K ﹤0.01%
5,660
+1,717
1224
$45.4K ﹤0.01%
252
-372
1225
$45.4K ﹤0.01%
2,425
+549
47 48
49
50 51