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
1276
$39.7K ﹤0.01%
670
1277
$39.7K ﹤0.01%
558
+156
1278
$39.6K ﹤0.01%
744
+489
1279
$39.6K ﹤0.01%
464
-2,184
1280
$39.5K ﹤0.01%
300
1281
$39.5K ﹤0.01%
2,621
+1,721
1282
$39.4K ﹤0.01%
3,793
+2,405
1283
$39.4K ﹤0.01%
1,013
+582
1284
$39.3K ﹤0.01%
+1,481
1285
$39.1K ﹤0.01%
810
+453
1286
$39.1K ﹤0.01%
98
+9
1287
$39K ﹤0.01%
1,051
+393
1288
$39K ﹤0.01%
2,324
+604
1289
$38.9K ﹤0.01%
737
+633
1290
$38.9K ﹤0.01%
418
+293
1291
$38.8K ﹤0.01%
571
+47
1292
$38.8K ﹤0.01%
156
+65
1293
$38.6K ﹤0.01%
475
+318
1294
$38.6K ﹤0.01%
772
+181
1295
$38.5K ﹤0.01%
1,079
+182
1296
$38.5K ﹤0.01%
250
+27
1297
$38.5K ﹤0.01%
506
+326
1298
$38.3K ﹤0.01%
2,510
+2,123
1299
$38.3K ﹤0.01%
2,162
+1,204
1300
$38.2K ﹤0.01%
383
+279
50 51
52
53 54