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
1651
$19.7K ﹤0.01%
463
+386
1652
$19.7K ﹤0.01%
2,407
+442
1653
$19.7K ﹤0.01%
577
+330
1654
$19.6K ﹤0.01%
+326
1655
$19.6K ﹤0.01%
331
+147
1656
$19.6K ﹤0.01%
235
+51
1657
$19.4K ﹤0.01%
718
+53
1658
$19.3K ﹤0.01%
368
+145
1659
$19.3K ﹤0.01%
501
+411
1660
$19.3K ﹤0.01%
217
+40
1661
$19.2K ﹤0.01%
1,270
-615
1662
$19.2K ﹤0.01%
+400
1663
$19.2K ﹤0.01%
198
-110
1664
$19.2K ﹤0.01%
708
+272
1665
$19.1K ﹤0.01%
374
-133
1666
$19.1K ﹤0.01%
804
+270
1667
$19.1K ﹤0.01%
80
+14
1668
$19.1K ﹤0.01%
1,090
+232
1669
$19K ﹤0.01%
325
+124
1670
$19K ﹤0.01%
484
+327
1671
$19K ﹤0.01%
70
1672
$18.9K ﹤0.01%
48
+17
1673
$18.9K ﹤0.01%
366
+243
1674
$18.8K ﹤0.01%
439
1675
$18.8K ﹤0.01%
1,487
-3,962
65 66
67
68 69