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
1826
$14.6K ﹤0.01%
370
+274
1827
$14.5K ﹤0.01%
630
+445
1828
$14.5K ﹤0.01%
375
+364
1829
$14.5K ﹤0.01%
2,111
+879
1830
$14.5K ﹤0.01%
72
+54
1831
$14.4K ﹤0.01%
507
+377
1832
$14.3K ﹤0.01%
859
+575
1833
$14.3K ﹤0.01%
44
+19
1834
$14.3K ﹤0.01%
628
-482
1835
$14.3K ﹤0.01%
109
-64
1836
$14.3K ﹤0.01%
121
1837
$14.3K ﹤0.01%
203
+16
1838
$14.3K ﹤0.01%
1,156
+485
1839
$14.2K ﹤0.01%
112
+36
1840
$14.2K ﹤0.01%
850
1841
$14.2K ﹤0.01%
823
+180
1842
$14.2K ﹤0.01%
1,139
+878
1843
$14.2K ﹤0.01%
529
+341
1844
$14.2K ﹤0.01%
78
+56
1845
$14.1K ﹤0.01%
388
+135
1846
$14.1K ﹤0.01%
1,427
+511
1847
$14K ﹤0.01%
114
+56
1848
$14K ﹤0.01%
216
1849
$14K ﹤0.01%
163
+112
1850
$14K ﹤0.01%
1,018
+864
72 73
74
75 76