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
1251
$42.4K ﹤0.01%
373
+10
1252
$42.3K ﹤0.01%
825
+601
1253
$42.1K ﹤0.01%
250
+60
1254
$42.1K ﹤0.01%
1,527
+915
1255
$41.8K ﹤0.01%
1,747
+579
1256
$41.8K ﹤0.01%
871
+197
1257
$41.6K ﹤0.01%
709
+530
1258
$41.5K ﹤0.01%
1,386
+1,216
1259
$41.4K ﹤0.01%
971
+783
1260
$41.4K ﹤0.01%
311
-6
1261
$41.4K ﹤0.01%
218
+5
1262
$41.4K ﹤0.01%
160
+106
1263
$41.3K ﹤0.01%
320
+10
1264
$41.1K ﹤0.01%
4,881
+1,899
1265
$40.9K ﹤0.01%
1,193
+794
1266
$40.9K ﹤0.01%
551
+414
1267
$40.6K ﹤0.01%
1,074
+699
1268
$40.6K ﹤0.01%
471
+181
1269
$40.4K ﹤0.01%
1,906
+1,427
1270
$40.3K ﹤0.01%
4,993
+2,840
1271
$40.2K ﹤0.01%
597
+180
1272
$40.1K ﹤0.01%
+2,000
1273
$40K ﹤0.01%
1,163
+722
1274
$40K ﹤0.01%
4,920
+2,712
1275
$39.8K ﹤0.01%
1,733
+1,244
49 50
51
52 53