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
1876
$13.2K ﹤0.01%
228
+226
1877
$13.2K ﹤0.01%
247
+49
1878
$13.2K ﹤0.01%
41
+6
1879
$13.2K ﹤0.01%
80
1880
$13.1K ﹤0.01%
399
-120
1881
$13K ﹤0.01%
387
+121
1882
$13K ﹤0.01%
175
+64
1883
$12.9K ﹤0.01%
238
+141
1884
$12.9K ﹤0.01%
102
+33
1885
$12.9K ﹤0.01%
1,358
+388
1886
$12.9K ﹤0.01%
843
+547
1887
$12.9K ﹤0.01%
453
1888
$12.9K ﹤0.01%
345
+31
1889
$12.9K ﹤0.01%
164
+120
1890
$12.8K ﹤0.01%
167
+78
1891
$12.8K ﹤0.01%
925
+588
1892
$12.8K ﹤0.01%
400
1893
$12.7K ﹤0.01%
+299
1894
$12.7K ﹤0.01%
155
+111
1895
$12.7K ﹤0.01%
1,453
-682
1896
$12.7K ﹤0.01%
810
-1,560
1897
$12.7K ﹤0.01%
2,640
+2,182
1898
$12.7K ﹤0.01%
6,839
-29,933
1899
$12.6K ﹤0.01%
608
+308
1900
$12.6K ﹤0.01%
64
+15
74 75
76
77 78