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
1451
$28.9K ﹤0.01%
250
+105
1452
$28.9K ﹤0.01%
683
+493
1453
$28.8K ﹤0.01%
124
-37
1454
$28.7K ﹤0.01%
658
+467
1455
$28.6K ﹤0.01%
252
+71
1456
$28.6K ﹤0.01%
1,442
+406
1457
$28.5K ﹤0.01%
1,638
+1,079
1458
$28.5K ﹤0.01%
1,181
+1
1459
$28.4K ﹤0.01%
134
+75
1460
$28.4K ﹤0.01%
814
+640
1461
$28.4K ﹤0.01%
283
+158
1462
$28.3K ﹤0.01%
376
+312
1463
$28.3K ﹤0.01%
1,255
+934
1464
$28.2K ﹤0.01%
990
+703
1465
$28.2K ﹤0.01%
125
+104
1466
$28.2K ﹤0.01%
561
+258
1467
$28.1K ﹤0.01%
613
+270
1468
$28K ﹤0.01%
314
+70
1469
$27.9K ﹤0.01%
695
+250
1470
$27.9K ﹤0.01%
306
1471
$27.8K ﹤0.01%
475
1472
$27.8K ﹤0.01%
1,224
+806
1473
$27.6K ﹤0.01%
355
+318
1474
$27.6K ﹤0.01%
160
+51
1475
$27.6K ﹤0.01%
2,983
+2,005
57 58
59
60 61