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
2001
$9.71K ﹤0.01%
89
2002
$9.71K ﹤0.01%
191
+140
2003
$9.7K ﹤0.01%
1,036
+532
2004
$9.63K ﹤0.01%
653
+44
2005
$9.63K ﹤0.01%
328
+280
2006
$9.62K ﹤0.01%
2,000
2007
$9.59K ﹤0.01%
69
+11
2008
$9.58K ﹤0.01%
113
-20
2009
$9.56K ﹤0.01%
147
2010
$9.55K ﹤0.01%
946
2011
$9.55K ﹤0.01%
818
+503
2012
$9.53K ﹤0.01%
65
+57
2013
$9.51K ﹤0.01%
+300
2014
$9.49K ﹤0.01%
386
+158
2015
$9.48K ﹤0.01%
+425
2016
$9.43K ﹤0.01%
200
+160
2017
$9.38K ﹤0.01%
173
+163
2018
$9.36K ﹤0.01%
46
2019
$9.34K ﹤0.01%
1,059
+73
2020
$9.31K ﹤0.01%
448
+370
2021
$9.31K ﹤0.01%
100
-57
2022
$9.26K ﹤0.01%
1,186
+56
2023
$9.24K ﹤0.01%
885
+233
2024
$9.19K ﹤0.01%
252
+60
2025
$9.17K ﹤0.01%
181
+25
79 80
81
82 83