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
1751
$16.6K ﹤0.01%
153
+52
1752
$16.6K ﹤0.01%
48
+8
1753
$16.5K ﹤0.01%
350
+175
1754
$16.5K ﹤0.01%
158
1755
$16.4K ﹤0.01%
411
+199
1756
$16.4K ﹤0.01%
667
+334
1757
$16.4K ﹤0.01%
396
-90
1758
$16.3K ﹤0.01%
3,048
+2,229
1759
$16.3K ﹤0.01%
1,094
+274
1760
$16.3K ﹤0.01%
144
+37
1761
$16.3K ﹤0.01%
573
+481
1762
$16.3K ﹤0.01%
388
+276
1763
$16.2K ﹤0.01%
522
-22
1764
$16.2K ﹤0.01%
334
-550
1765
$16.2K ﹤0.01%
418
+93
1766
$16.2K ﹤0.01%
+925
1767
$16.2K ﹤0.01%
4,566
-6,972
1768
$16.2K ﹤0.01%
120
+16
1769
$16.2K ﹤0.01%
1,166
+221
1770
$16.1K ﹤0.01%
4,341
-121
1771
$16.1K ﹤0.01%
213
1772
$16.1K ﹤0.01%
325
+12
1773
$16.1K ﹤0.01%
378
+108
1774
$16.1K ﹤0.01%
189
1775
$16K ﹤0.01%
605
+149
69 70
71
72 73