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
1476
$27.6K ﹤0.01%
+284
1477
$27.6K ﹤0.01%
364
-965
1478
$27.5K ﹤0.01%
532
1479
$27.5K ﹤0.01%
620
+501
1480
$27.4K ﹤0.01%
1,650
+612
1481
$27.2K ﹤0.01%
326
+117
1482
$27.2K ﹤0.01%
2,743
+872
1483
$27.2K ﹤0.01%
907
+480
1484
$27.2K ﹤0.01%
75
+16
1485
$27.1K ﹤0.01%
31
+11
1486
$26.9K ﹤0.01%
1,198
+556
1487
$26.9K ﹤0.01%
328
+80
1488
$26.8K ﹤0.01%
693
+167
1489
$26.7K ﹤0.01%
3,045
+2,332
1490
$26.7K ﹤0.01%
+339
1491
$26.5K ﹤0.01%
85
+16
1492
$26.4K ﹤0.01%
1,607
+11
1493
$26.4K ﹤0.01%
2,299
+1,370
1494
$26.3K ﹤0.01%
715
+493
1495
$26.3K ﹤0.01%
78
+50
1496
$26.3K ﹤0.01%
176
+19
1497
$26.2K ﹤0.01%
1,093
-449
1498
$26.2K ﹤0.01%
2,331
+1,191
1499
$26.2K ﹤0.01%
585
+430
1500
$26.2K ﹤0.01%
1,114
+762
58 59
60
61 62