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
1551
$23.6K ﹤0.01%
2,516
+372
1552
$23.5K ﹤0.01%
1,595
+602
1553
$23.5K ﹤0.01%
459
-7
1554
$23.4K ﹤0.01%
558
+296
1555
$23.4K ﹤0.01%
362
+23
1556
$23.4K ﹤0.01%
167
+126
1557
$23.4K ﹤0.01%
584
+95
1558
$23.4K ﹤0.01%
318
+41
1559
$23.3K ﹤0.01%
435
+296
1560
$23.3K ﹤0.01%
305
1561
$23.2K ﹤0.01%
1,533
+682
1562
$23.2K ﹤0.01%
213
-1,574
1563
$23.2K ﹤0.01%
620
+53
1564
$23.2K ﹤0.01%
44
+12
1565
$23.2K ﹤0.01%
3,221
+2,462
1566
$23.2K ﹤0.01%
125
-64
1567
$23.1K ﹤0.01%
343
+154
1568
$23.1K ﹤0.01%
2,128
+606
1569
$23.1K ﹤0.01%
473
+352
1570
$23.1K ﹤0.01%
762
+385
1571
$23K ﹤0.01%
148
+47
1572
$23K ﹤0.01%
503
+308
1573
$22.9K ﹤0.01%
773
+152
1574
$22.9K ﹤0.01%
497
+153
1575
$22.8K ﹤0.01%
529
+385
61 62
63
64 65