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
1901
$12.6K ﹤0.01%
284
+231
1902
$12.6K ﹤0.01%
385
+105
1903
$12.5K ﹤0.01%
363
+305
1904
$12.4K ﹤0.01%
104
1905
$12.4K ﹤0.01%
481
1906
$12.4K ﹤0.01%
346
+177
1907
$12.3K ﹤0.01%
111
+17
1908
$12.3K ﹤0.01%
402
+232
1909
$12.3K ﹤0.01%
226
+184
1910
$12.2K ﹤0.01%
509
+421
1911
$12.2K ﹤0.01%
2,110
+1,765
1912
$12.2K ﹤0.01%
192
1913
$12.2K ﹤0.01%
359
+86
1914
$12.1K ﹤0.01%
155
+42
1915
$12.1K ﹤0.01%
389
+157
1916
$12.1K ﹤0.01%
338
+6
1917
$12.1K ﹤0.01%
311
+98
1918
$12.1K ﹤0.01%
896
+882
1919
$12.1K ﹤0.01%
155
+91
1920
$12K ﹤0.01%
68
-143
1921
$12K ﹤0.01%
182
+6
1922
$12K ﹤0.01%
117
+27
1923
$11.9K ﹤0.01%
1,283
1924
$11.9K ﹤0.01%
270
-196
1925
$11.9K ﹤0.01%
72
+27
75 76
77
78 79