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
1801
$15.1K ﹤0.01%
203
-21
1802
$15.1K ﹤0.01%
283
+102
1803
$15.1K ﹤0.01%
401
+26
1804
$15.1K ﹤0.01%
436
-8
1805
$15K ﹤0.01%
1,104
+721
1806
$15K ﹤0.01%
936
+277
1807
$15K ﹤0.01%
637
-228
1808
$15K ﹤0.01%
432
+12
1809
$15K ﹤0.01%
468
+340
1810
$15K ﹤0.01%
461
+386
1811
$14.9K ﹤0.01%
165
+43
1812
$14.9K ﹤0.01%
2,076
+1,096
1813
$14.9K ﹤0.01%
366
+153
1814
$14.9K ﹤0.01%
632
+404
1815
$14.8K ﹤0.01%
1,267
+351
1816
$14.8K ﹤0.01%
150
1817
$14.8K ﹤0.01%
450
-837
1818
$14.8K ﹤0.01%
211
+145
1819
$14.8K ﹤0.01%
78
+21
1820
$14.7K ﹤0.01%
323
+148
1821
$14.7K ﹤0.01%
182
1822
$14.7K ﹤0.01%
706
+195
1823
$14.6K ﹤0.01%
230
+105
1824
$14.6K ﹤0.01%
565
-459
1825
$14.6K ﹤0.01%
100
71 72
73
74 75