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
1726
$17.4K ﹤0.01%
157
-11,019
1727
$17.4K ﹤0.01%
143
+12
1728
$17.3K ﹤0.01%
428
1729
$17.3K ﹤0.01%
1,633
+380
1730
$17.2K ﹤0.01%
327
+203
1731
$17.1K ﹤0.01%
151
+35
1732
$17.1K ﹤0.01%
1,778
+974
1733
$17.1K ﹤0.01%
275
1734
$17K ﹤0.01%
433
-21
1735
$17K ﹤0.01%
1,502
+540
1736
$17K ﹤0.01%
237
+140
1737
$17K ﹤0.01%
148
-28
1738
$17K ﹤0.01%
180
-43
1739
$17K ﹤0.01%
444
-72
1740
$16.9K ﹤0.01%
195
+25
1741
$16.9K ﹤0.01%
394
+193
1742
$16.8K ﹤0.01%
593
+514
1743
$16.8K ﹤0.01%
2,609
+2,150
1744
$16.8K ﹤0.01%
541
+424
1745
$16.8K ﹤0.01%
943
-3,812
1746
$16.7K ﹤0.01%
593
+19
1747
$16.7K ﹤0.01%
240
+184
1748
$16.7K ﹤0.01%
98
+56
1749
$16.7K ﹤0.01%
1,816
+1,719
1750
$16.6K ﹤0.01%
165
68 69
70
71 72