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
2076
$8.06K ﹤0.01%
879
+411
2077
$8.05K ﹤0.01%
425
+394
2078
$8.04K ﹤0.01%
287
+152
2079
$8K ﹤0.01%
258
+16
2080
$7.97K ﹤0.01%
104
+71
2081
$7.91K ﹤0.01%
1,682
+680
2082
$7.91K ﹤0.01%
288
+45
2083
$7.9K ﹤0.01%
+146
2084
$7.86K ﹤0.01%
1,062
+578
2085
$7.8K ﹤0.01%
+176
2086
$7.79K ﹤0.01%
213
+73
2087
$7.79K ﹤0.01%
332
+184
2088
$7.76K ﹤0.01%
871
+546
2089
$7.75K ﹤0.01%
342
+164
2090
$7.72K ﹤0.01%
617
+122
2091
$7.72K ﹤0.01%
153
2092
$7.7K ﹤0.01%
285
+20
2093
$7.63K ﹤0.01%
1,111
+150
2094
$7.61K ﹤0.01%
303
+113
2095
$7.6K ﹤0.01%
112
+29
2096
$7.6K ﹤0.01%
77
+74
2097
$7.59K ﹤0.01%
152
-70
2098
$7.56K ﹤0.01%
302
+41
2099
$7.55K ﹤0.01%
625
+468
2100
$7.55K ﹤0.01%
590
82 83
84
85 86