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
1601
$21.6K ﹤0.01%
908
+671
1602
$21.6K ﹤0.01%
1,065
+399
1603
$21.5K ﹤0.01%
768
+673
1604
$21.3K ﹤0.01%
1,383
+1,016
1605
$21.3K ﹤0.01%
274
-19
1606
$21.2K ﹤0.01%
1,164
+1,026
1607
$21.2K ﹤0.01%
1,239
+701
1608
$21.2K ﹤0.01%
328
+57
1609
$21.2K ﹤0.01%
265
+45
1610
$21.1K ﹤0.01%
740
+543
1611
$21.1K ﹤0.01%
488
+110
1612
$21K ﹤0.01%
149
-11
1613
$21K ﹤0.01%
759
+379
1614
$21K ﹤0.01%
232
+83
1615
$21K ﹤0.01%
211
+51
1616
$21K ﹤0.01%
258
+189
1617
$21K ﹤0.01%
815
+55
1618
$20.9K ﹤0.01%
1,185
+789
1619
$20.8K ﹤0.01%
67
-50
1620
$20.8K ﹤0.01%
586
+209
1621
$20.6K ﹤0.01%
3,013
+1,664
1622
$20.5K ﹤0.01%
577
+548
1623
$20.5K ﹤0.01%
1,413
-195
1624
$20.5K ﹤0.01%
439
-228
1625
$20.5K ﹤0.01%
274
-74
63 64
65
66 67