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
1701
$18K ﹤0.01%
168
+70
1702
$18K ﹤0.01%
709
-13
1703
$18K ﹤0.01%
72
+15
1704
$18K ﹤0.01%
654
+356
1705
$18K ﹤0.01%
134
1706
$17.9K ﹤0.01%
323
+290
1707
$17.9K ﹤0.01%
1,774
+1,660
1708
$17.9K ﹤0.01%
206
-6
1709
$17.8K ﹤0.01%
177
+49
1710
$17.8K ﹤0.01%
496
+239
1711
$17.8K ﹤0.01%
845
+559
1712
$17.7K ﹤0.01%
16
+7
1713
$17.7K ﹤0.01%
252
-136
1714
$17.7K ﹤0.01%
396
+60
1715
$17.6K ﹤0.01%
485
1716
$17.6K ﹤0.01%
226
-28
1717
$17.6K ﹤0.01%
302
-42
1718
$17.5K ﹤0.01%
1,366
+552
1719
$17.5K ﹤0.01%
2,208
+445
1720
$17.5K ﹤0.01%
482
+99
1721
$17.4K ﹤0.01%
306
-488
1722
$17.4K ﹤0.01%
1,581
-352
1723
$17.4K ﹤0.01%
196
+22
1724
$17.4K ﹤0.01%
74
+39
1725
$17.4K ﹤0.01%
57
+34
67 68
69
70 71