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
1351
$34.8K ﹤0.01%
2,037
+1,293
1352
$34.8K ﹤0.01%
1,702
+183
1353
$34.7K ﹤0.01%
280
+60
1354
$34.6K ﹤0.01%
1,402
+1,220
1355
$34.6K ﹤0.01%
1,489
-112
1356
$34.5K ﹤0.01%
137
+12
1357
$34.5K ﹤0.01%
343
+108
1358
$34.5K ﹤0.01%
1,276
+919
1359
$34.5K ﹤0.01%
1,315
+913
1360
$34.3K ﹤0.01%
1,181
+1,159
1361
$34.3K ﹤0.01%
657
+146
1362
$34.2K ﹤0.01%
677
+97
1363
$34K ﹤0.01%
1,007
+52
1364
$34K ﹤0.01%
657
-267
1365
$34K ﹤0.01%
1,611
+830
1366
$33.9K ﹤0.01%
+841
1367
$33.9K ﹤0.01%
1,281
+1,115
1368
$33.8K ﹤0.01%
761
+486
1369
$33.8K ﹤0.01%
255
+50
1370
$33.8K ﹤0.01%
2,644
+752
1371
$33.8K ﹤0.01%
987
-239
1372
$33.8K ﹤0.01%
215
-44
1373
$33.8K ﹤0.01%
824
+124
1374
$33.7K ﹤0.01%
461
+314
1375
$33.5K ﹤0.01%
299
+82
53 54
55
56 57