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
1926
$11.9K ﹤0.01%
1,616
+539
1927
$11.8K ﹤0.01%
102
1928
$11.8K ﹤0.01%
420
-545
1929
$11.7K ﹤0.01%
163
+29
1930
$11.7K ﹤0.01%
947
-613
1931
$11.7K ﹤0.01%
240
+135
1932
$11.7K ﹤0.01%
101
1933
$11.6K ﹤0.01%
6
+2
1934
$11.5K ﹤0.01%
1,406
+651
1935
$11.5K ﹤0.01%
85
+26
1936
$11.5K ﹤0.01%
381
+302
1937
$11.5K ﹤0.01%
354
+159
1938
$11.5K ﹤0.01%
675
+158
1939
$11.5K ﹤0.01%
337
+57
1940
$11.5K ﹤0.01%
328
-99
1941
$11.4K ﹤0.01%
269
+30
1942
$11.4K ﹤0.01%
408
-534
1943
$11.4K ﹤0.01%
138
+16
1944
$11.3K ﹤0.01%
348
+64
1945
$11.3K ﹤0.01%
127
+73
1946
$11.2K ﹤0.01%
252
+216
1947
$11.1K ﹤0.01%
398
+223
1948
$11.1K ﹤0.01%
230
+47
1949
$11.1K ﹤0.01%
1,102
+592
1950
$11.1K ﹤0.01%
149
+66
76 77
78
79 80