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
1776
$16K ﹤0.01%
414
+259
1777
$16K ﹤0.01%
1,132
+344
1778
$15.9K ﹤0.01%
260
+12
1779
$15.9K ﹤0.01%
842
+465
1780
$15.8K ﹤0.01%
177
+145
1781
$15.8K ﹤0.01%
1,100
-253
1782
$15.8K ﹤0.01%
675
+442
1783
$15.7K ﹤0.01%
314
1784
$15.7K ﹤0.01%
597
+387
1785
$15.7K ﹤0.01%
854
+716
1786
$15.7K ﹤0.01%
843
+568
1787
$15.7K ﹤0.01%
444
+277
1788
$15.7K ﹤0.01%
207
+49
1789
$15.6K ﹤0.01%
58
+9
1790
$15.5K ﹤0.01%
655
+292
1791
$15.5K ﹤0.01%
273
-25
1792
$15.4K ﹤0.01%
182
+105
1793
$15.4K ﹤0.01%
689
-8,770
1794
$15.3K ﹤0.01%
595
+216
1795
$15.3K ﹤0.01%
359
+15
1796
$15.3K ﹤0.01%
330
+152
1797
$15.2K ﹤0.01%
103
+5
1798
$15.2K ﹤0.01%
147
+76
1799
$15.2K ﹤0.01%
299
+53
1800
$15.2K ﹤0.01%
364
+207
70 71
72
73 74