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
2051
$8.58K ﹤0.01%
378
+224
2052
$8.58K ﹤0.01%
100
2053
$8.55K ﹤0.01%
235
2054
$8.53K ﹤0.01%
249
-14
2055
$8.52K ﹤0.01%
156
+107
2056
$8.52K ﹤0.01%
519
2057
$8.51K ﹤0.01%
2,534
+711
2058
$8.51K ﹤0.01%
156
+118
2059
$8.5K ﹤0.01%
183
+16
2060
$8.5K ﹤0.01%
198
+92
2061
$8.45K ﹤0.01%
526
2062
$8.44K ﹤0.01%
1,443
+1,150
2063
$8.43K ﹤0.01%
353
2064
$8.39K ﹤0.01%
+216
2065
$8.37K ﹤0.01%
382
-37
2066
$8.36K ﹤0.01%
214
+44
2067
$8.34K ﹤0.01%
226
+113
2068
$8.34K ﹤0.01%
94
-9
2069
$8.28K ﹤0.01%
122
+32
2070
$8.24K ﹤0.01%
28
-4
2071
$8.19K ﹤0.01%
613
+45
2072
$8.19K ﹤0.01%
435
-105
2073
$8.14K ﹤0.01%
470
+338
2074
$8.12K ﹤0.01%
105
+50
2075
$8.07K ﹤0.01%
455
+254
81 82
83
84 85