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
1426
$30.4K ﹤0.01%
1,242
+546
1427
$30.4K ﹤0.01%
480
+402
1428
$30.3K ﹤0.01%
406
+154
1429
$30.3K ﹤0.01%
1,565
+981
1430
$30.2K ﹤0.01%
240
+57
1431
$30.2K ﹤0.01%
630
+209
1432
$30.1K ﹤0.01%
1,248
+868
1433
$30K ﹤0.01%
522
+223
1434
$30K ﹤0.01%
1,988
+1,657
1435
$30K ﹤0.01%
186
+29
1436
$29.9K ﹤0.01%
1,119
-2,274
1437
$29.8K ﹤0.01%
64
+2
1438
$29.7K ﹤0.01%
1,407
1439
$29.6K ﹤0.01%
541
+73
1440
$29.6K ﹤0.01%
103
+26
1441
$29.5K ﹤0.01%
1,675
+1,239
1442
$29.4K ﹤0.01%
1,856
+1,497
1443
$29.4K ﹤0.01%
2,407
+1,553
1444
$29.4K ﹤0.01%
310
+62
1445
$29.4K ﹤0.01%
669
-1
1446
$29.3K ﹤0.01%
621
+336
1447
$29.3K ﹤0.01%
516
1448
$29.1K ﹤0.01%
593
+446
1449
$29K ﹤0.01%
346
+22
1450
$29K ﹤0.01%
446
+28
56 57
58
59 60