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
1301
$38.2K ﹤0.01%
346
-23
1302
$38.2K ﹤0.01%
3,819
+3,064
1303
$38.2K ﹤0.01%
206
+168
1304
$38K ﹤0.01%
1,550
-311
1305
$38K ﹤0.01%
796
+130
1306
$37.9K ﹤0.01%
1,379
+860
1307
$37.7K ﹤0.01%
1,086
+112
1308
$37.7K ﹤0.01%
808
-164
1309
$37.7K ﹤0.01%
2,773
+498
1310
$37.6K ﹤0.01%
314
+191
1311
$37.5K ﹤0.01%
2,044
1312
$37.4K ﹤0.01%
367
+247
1313
$37.2K ﹤0.01%
384
+98
1314
$37.2K ﹤0.01%
2,577
+1,549
1315
$37.2K ﹤0.01%
543
-1,410
1316
$37K ﹤0.01%
1,609
+1,151
1317
$37K ﹤0.01%
894
+456
1318
$37K ﹤0.01%
293
+75
1319
$36.9K ﹤0.01%
1,217
+702
1320
$36.9K ﹤0.01%
554
+328
1321
$36.9K ﹤0.01%
1,380
+439
1322
$36.8K ﹤0.01%
1,012
+471
1323
$36.8K ﹤0.01%
5,078
+2,873
1324
$36.7K ﹤0.01%
1,196
+36
1325
$36.7K ﹤0.01%
2,183
+1,733
51 52
53
54 55