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
1851
$14K ﹤0.01%
334
1852
$13.9K ﹤0.01%
133
-20
1853
$13.9K ﹤0.01%
131
+4
1854
$13.8K ﹤0.01%
293
+94
1855
$13.7K ﹤0.01%
383
-139
1856
$13.7K ﹤0.01%
2,242
+650
1857
$13.6K ﹤0.01%
664
-61
1858
$13.6K ﹤0.01%
82
+14
1859
$13.6K ﹤0.01%
68
+29
1860
$13.6K ﹤0.01%
579
+296
1861
$13.6K ﹤0.01%
153
+64
1862
$13.6K ﹤0.01%
124
-45
1863
$13.6K ﹤0.01%
728
-53
1864
$13.6K ﹤0.01%
146
+38
1865
$13.5K ﹤0.01%
208
-39
1866
$13.5K ﹤0.01%
1,632
+364
1867
$13.5K ﹤0.01%
389
+297
1868
$13.5K ﹤0.01%
3,121
+2,992
1869
$13.5K ﹤0.01%
38
+4
1870
$13.4K ﹤0.01%
867
+512
1871
$13.4K ﹤0.01%
151
+77
1872
$13.4K ﹤0.01%
593
+233
1873
$13.4K ﹤0.01%
304
+19
1874
$13.3K ﹤0.01%
763
+438
1875
$13.2K ﹤0.01%
2,029
+277
73 74
75
76 77