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
1976
$10.2K ﹤0.01%
355
+283
1977
$10.1K ﹤0.01%
551
+436
1978
$10.1K ﹤0.01%
392
+12
1979
$10.1K ﹤0.01%
19
1980
$10.1K ﹤0.01%
709
+548
1981
$10.1K ﹤0.01%
820
+689
1982
$10K ﹤0.01%
540
-75
1983
$10K ﹤0.01%
58
+25
1984
$10K ﹤0.01%
367
+176
1985
$9.99K ﹤0.01%
415
+132
1986
$9.98K ﹤0.01%
416
+182
1987
$9.91K ﹤0.01%
775
+542
1988
$9.9K ﹤0.01%
1,446
+102
1989
$9.9K ﹤0.01%
87
+4
1990
$9.83K ﹤0.01%
315
-855
1991
$9.83K ﹤0.01%
72
1992
$9.82K ﹤0.01%
1,642
+803
1993
$9.81K ﹤0.01%
212
+26
1994
$9.76K ﹤0.01%
806
+65
1995
$9.76K ﹤0.01%
1,287
+375
1996
$9.75K ﹤0.01%
205
-59
1997
$9.74K ﹤0.01%
206
+52
1998
$9.73K ﹤0.01%
+104
1999
$9.72K ﹤0.01%
155
-115
2000
$9.72K ﹤0.01%
935
-581
78 79
80
81 82