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
1951
$11.1K ﹤0.01%
216
-2
1952
$11K ﹤0.01%
107
+69
1953
$10.9K ﹤0.01%
101
1954
$10.9K ﹤0.01%
109
1955
$10.9K ﹤0.01%
312
+36
1956
$10.9K ﹤0.01%
193
+73
1957
$10.9K ﹤0.01%
318
+288
1958
$10.9K ﹤0.01%
316
+143
1959
$10.8K ﹤0.01%
94
+29
1960
$10.8K ﹤0.01%
174
-12
1961
$10.8K ﹤0.01%
271
+36
1962
$10.8K ﹤0.01%
124
+19
1963
$10.8K ﹤0.01%
188
+28
1964
$10.7K ﹤0.01%
250
1965
$10.6K ﹤0.01%
441
+358
1966
$10.6K ﹤0.01%
319
-131
1967
$10.6K ﹤0.01%
140
+56
1968
$10.6K ﹤0.01%
56
-126
1969
$10.5K ﹤0.01%
510
+229
1970
$10.5K ﹤0.01%
186
+44
1971
$10.5K ﹤0.01%
580
+533
1972
$10.3K ﹤0.01%
273
+73
1973
$10.3K ﹤0.01%
217
+197
1974
$10.3K ﹤0.01%
134
+14
1975
$10.2K ﹤0.01%
593
+64
77 78
79
80 81