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
2026
$9.16K ﹤0.01%
566
2027
$9.15K ﹤0.01%
383
+263
2028
$9.09K ﹤0.01%
380
2029
$9.09K ﹤0.01%
152
+85
2030
$9.04K ﹤0.01%
+500
2031
$8.97K ﹤0.01%
965
+189
2032
$8.96K ﹤0.01%
417
+288
2033
$8.95K ﹤0.01%
405
-1,920
2034
$8.94K ﹤0.01%
168
+69
2035
$8.89K ﹤0.01%
80
+53
2036
$8.89K ﹤0.01%
852
+708
2037
$8.87K ﹤0.01%
279
+204
2038
$8.83K ﹤0.01%
349
-136
2039
$8.82K ﹤0.01%
301
-101
2040
$8.81K ﹤0.01%
181
+45
2041
$8.76K ﹤0.01%
1,053
+58
2042
$8.76K ﹤0.01%
1,704
+598
2043
$8.74K ﹤0.01%
346
+216
2044
$8.72K ﹤0.01%
337
+44
2045
$8.7K ﹤0.01%
901
-12
2046
$8.69K ﹤0.01%
263
-130
2047
$8.63K ﹤0.01%
223
-282
2048
$8.61K ﹤0.01%
602
2049
$8.61K ﹤0.01%
154
+10
2050
$8.6K ﹤0.01%
2,688
+862
80 81
82
83 84