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
1526
$24.8K ﹤0.01%
76
-4
1527
$24.8K ﹤0.01%
+1,232
1528
$24.8K ﹤0.01%
1,552
-391
1529
$24.7K ﹤0.01%
377
+36
1530
$24.7K ﹤0.01%
1,189
+744
1531
$24.7K ﹤0.01%
387
+55
1532
$24.6K ﹤0.01%
404
-131
1533
$24.6K ﹤0.01%
431
+125
1534
$24.5K ﹤0.01%
534
+390
1535
$24.5K ﹤0.01%
482
+365
1536
$24.5K ﹤0.01%
766
+547
1537
$24.5K ﹤0.01%
531
+283
1538
$24.4K ﹤0.01%
597
-11
1539
$24.4K ﹤0.01%
1,635
+1,331
1540
$24.3K ﹤0.01%
398
+86
1541
$24.1K ﹤0.01%
502
+9
1542
$24K ﹤0.01%
2,142
+1,218
1543
$24K ﹤0.01%
937
+432
1544
$23.9K ﹤0.01%
484
1545
$23.9K ﹤0.01%
1,905
+368
1546
$23.8K ﹤0.01%
827
+573
1547
$23.8K ﹤0.01%
1,278
-151
1548
$23.7K ﹤0.01%
359
+120
1549
$23.7K ﹤0.01%
2,006
+64
1550
$23.7K ﹤0.01%
700
60 61
62
63 64