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
1226
$45.3K ﹤0.01%
8,248
+6,457
1227
$45.2K ﹤0.01%
4,930
+2,902
1228
$45.1K ﹤0.01%
1,603
+25
1229
$44.9K ﹤0.01%
885
+342
1230
$44.7K ﹤0.01%
1,237
-226
1231
$44.6K ﹤0.01%
2,511
1232
$44.4K ﹤0.01%
1,027
+642
1233
$44.3K ﹤0.01%
480
+383
1234
$44.2K ﹤0.01%
1,323
+635
1235
$44.1K ﹤0.01%
200
+126
1236
$44.1K ﹤0.01%
188
+159
1237
$44K ﹤0.01%
1,026
+680
1238
$43.5K ﹤0.01%
646
+417
1239
$43.4K ﹤0.01%
436
+318
1240
$43.3K ﹤0.01%
1,070
+182
1241
$43.2K ﹤0.01%
414
+349
1242
$43.2K ﹤0.01%
2,296
+769
1243
$42.9K ﹤0.01%
406
+221
1244
$42.7K ﹤0.01%
603
+85
1245
$42.7K ﹤0.01%
1,476
+525
1246
$42.7K ﹤0.01%
297
+158
1247
$42.7K ﹤0.01%
520
+504
1248
$42.6K ﹤0.01%
590
+159
1249
$42.6K ﹤0.01%
7,197
+4,093
1250
$42.5K ﹤0.01%
1,558
+1,058
48 49
50
51 52