SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
101
$2.1M 0.21%
30,588
+11,372
102
$2.07M 0.21%
4,964
+455
103
$2.07M 0.21%
91,465
+17,072
104
$2.06M 0.21%
41,202
105
$2.04M 0.21%
10,608
+850
106
$2.04M 0.21%
77,776
+744
107
$1.99M 0.2%
33,093
+21,940
108
$1.97M 0.2%
8,701
+2,755
109
$1.95M 0.2%
15,718
+2,447
110
$1.92M 0.2%
7,797
+2,034
111
$1.92M 0.2%
16,056
+3,004
112
$1.9M 0.19%
30,630
+6,723
113
$1.9M 0.19%
8,955
+912
114
$1.9M 0.19%
26,490
+3,504
115
$1.89M 0.19%
75,605
-33,338
116
$1.88M 0.19%
24,545
+5,781
117
$1.88M 0.19%
9,111
+1,229
118
$1.88M 0.19%
32,826
+18,009
119
$1.88M 0.19%
25,089
+1,288
120
$1.87M 0.19%
9,947
+2,138
121
$1.86M 0.19%
22,551
+5,210
122
$1.84M 0.19%
8,064
+724
123
$1.83M 0.19%
3,670
+541
124
$1.82M 0.19%
110,998
+908
125
$1.81M 0.18%
16,362
+3,603
3 4
5
6 7