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
1401
$31.8K ﹤0.01%
855
+417
1402
$31.7K ﹤0.01%
1,208
+328
1403
$31.7K ﹤0.01%
2,473
+2,034
1404
$31.5K ﹤0.01%
858
+464
1405
$31.4K ﹤0.01%
1,112
+821
1406
$31.3K ﹤0.01%
+1,342
1407
$31.3K ﹤0.01%
870
+551
1408
$31.3K ﹤0.01%
2,454
+1,152
1409
$31.2K ﹤0.01%
1,702
+832
1410
$31.2K ﹤0.01%
756
+170
1411
$31.2K ﹤0.01%
181
+112
1412
$31.1K ﹤0.01%
222
+100
1413
$31.1K ﹤0.01%
163
+92
1414
$31K ﹤0.01%
1,125
+327
1415
$31K ﹤0.01%
851
+117
1416
$30.8K ﹤0.01%
199
+25
1417
$30.8K ﹤0.01%
661
+114
1418
$30.7K ﹤0.01%
2,232
+1,423
1419
$30.7K ﹤0.01%
452
+342
1420
$30.6K ﹤0.01%
649
-8,027
1421
$30.6K ﹤0.01%
1,120
+679
1422
$30.6K ﹤0.01%
930
+809
1423
$30.6K ﹤0.01%
106
+98
1424
$30.5K ﹤0.01%
779
+620
1425
$30.5K ﹤0.01%
827
+204
55 56
57
58 59