SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
151
$1.51M 0.15%
10,103
+2,246
152
$1.51M 0.15%
7,760
+1,607
153
$1.48M 0.15%
56,595
+2,019
154
$1.47M 0.15%
3,468
+603
155
$1.44M 0.15%
20,529
+142
156
$1.44M 0.15%
38,608
+2,484
157
$1.43M 0.15%
20,341
+4,597
158
$1.4M 0.14%
4,980
+1,782
159
$1.38M 0.14%
6,494
+1,117
160
$1.37M 0.14%
2,581
+1,103
161
$1.36M 0.14%
6,559
+11
162
$1.36M 0.14%
10,662
+844
163
$1.34M 0.14%
22,435
+3,046
164
$1.32M 0.13%
11,002
+2,631
165
$1.3M 0.13%
18,058
+3,758
166
$1.3M 0.13%
12,058
+2,157
167
$1.29M 0.13%
12,780
+4,170
168
$1.27M 0.13%
4,911
+469
169
$1.25M 0.13%
24,088
+3,236
170
$1.25M 0.13%
19,554
171
$1.25M 0.13%
1,793
+1,063
172
$1.24M 0.13%
6,138
+1,461
173
$1.24M 0.13%
+9,293
174
$1.23M 0.13%
21,937
+7,629
175
$1.22M 0.12%
10,630
+2,455
5 6
7
8 9