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
1576
$22.7K ﹤0.01%
613
+181
1577
$22.7K ﹤0.01%
284
+148
1578
$22.7K ﹤0.01%
636
+122
1579
$22.7K ﹤0.01%
335
-1,885
1580
$22.7K ﹤0.01%
1,954
+1,167
1581
$22.6K ﹤0.01%
269
-313
1582
$22.6K ﹤0.01%
172
+85
1583
$22.5K ﹤0.01%
608
+330
1584
$22.5K ﹤0.01%
1,003
-103
1585
$22.5K ﹤0.01%
565
+90
1586
$22.4K ﹤0.01%
133
1587
$22.4K ﹤0.01%
421
+201
1588
$22.4K ﹤0.01%
707
+186
1589
$22.4K ﹤0.01%
323
+86
1590
$22.2K ﹤0.01%
1,680
+1,316
1591
$22.2K ﹤0.01%
563
-476
1592
$22.1K ﹤0.01%
94
+6
1593
$22.1K ﹤0.01%
138
+54
1594
$22K ﹤0.01%
309
+64
1595
$22K ﹤0.01%
308
+244
1596
$21.9K ﹤0.01%
622
+157
1597
$21.9K ﹤0.01%
390
+68
1598
$21.8K ﹤0.01%
+712
1599
$21.7K ﹤0.01%
402
-61
1600
$21.6K ﹤0.01%
1,129
+914
62 63
64
65 66