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
1676
$18.8K ﹤0.01%
361
+242
1677
$18.7K ﹤0.01%
238
1678
$18.7K ﹤0.01%
692
+402
1679
$18.7K ﹤0.01%
423
+150
1680
$18.7K ﹤0.01%
2,000
1681
$18.6K ﹤0.01%
245
+142
1682
$18.6K ﹤0.01%
166
+112
1683
$18.5K ﹤0.01%
285
+12
1684
$18.5K ﹤0.01%
602
+219
1685
$18.4K ﹤0.01%
550
+129
1686
$18.4K ﹤0.01%
352
-151
1687
$18.4K ﹤0.01%
3,777
+1,042
1688
$18.4K ﹤0.01%
483
+389
1689
$18.3K ﹤0.01%
163
+61
1690
$18.3K ﹤0.01%
936
+585
1691
$18.3K ﹤0.01%
81
+7
1692
$18.3K ﹤0.01%
2,200
1693
$18.3K ﹤0.01%
263
+48
1694
$18.3K ﹤0.01%
167
-25
1695
$18.2K ﹤0.01%
838
+49
1696
$18.2K ﹤0.01%
1,312
+1,051
1697
$18.1K ﹤0.01%
1,126
+891
1698
$18.1K ﹤0.01%
45
+21
1699
$18.1K ﹤0.01%
305
+248
1700
$18.1K ﹤0.01%
208
+105
66 67
68
69 70