SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
176
$1.22M 0.12%
19,693
+676
177
$1.21M 0.12%
1,294
+461
178
$1.21M 0.12%
13,300
+1,935
179
$1.2M 0.12%
10,919
+984
180
$1.2M 0.12%
15,021
+1,336
181
$1.19M 0.12%
28,714
+4,448
182
$1.18M 0.12%
7,040
+1,712
183
$1.18M 0.12%
4,630
-11
184
$1.15M 0.12%
19,502
+1,873
185
$1.15M 0.12%
4,346
+552
186
$1.14M 0.12%
10,678
-362
187
$1.13M 0.12%
13,791
-8,040
188
$1.12M 0.11%
13,692
+2,940
189
$1.11M 0.11%
13,051
+1,382
190
$1.11M 0.11%
16,065
+5,317
191
$1.11M 0.11%
8,530
+2,802
192
$1.11M 0.11%
15,919
+1,757
193
$1.1M 0.11%
19,869
-4,696
194
$1.1M 0.11%
26,937
195
$1.1M 0.11%
3,907
+123
196
$1.09M 0.11%
6,132
+1,416
197
$1.09M 0.11%
20,661
+1,007
198
$1.08M 0.11%
20,022
+1,234
199
$1.08M 0.11%
5,507
+654
200
$1.08M 0.11%
14,580
+3,228
6 7
8
9 10