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
2101
$7.53K ﹤0.01%
87
2102
$7.51K ﹤0.01%
807
+190
2103
$7.51K ﹤0.01%
3,294
+2,565
2104
$7.48K ﹤0.01%
122
-2,473
2105
$7.47K ﹤0.01%
81
+61
2106
$7.45K ﹤0.01%
62
-14
2107
$7.44K ﹤0.01%
402
-6
2108
$7.44K ﹤0.01%
127
+56
2109
$7.4K ﹤0.01%
76
+49
2110
$7.38K ﹤0.01%
141
2111
$7.37K ﹤0.01%
777
+544
2112
$7.36K ﹤0.01%
174
+33
2113
$7.32K ﹤0.01%
667
+366
2114
$7.3K ﹤0.01%
1,018
-360
2115
$7.28K ﹤0.01%
263
+120
2116
$7.26K ﹤0.01%
93
-15
2117
$7.24K ﹤0.01%
105
+96
2118
$7.23K ﹤0.01%
61
+51
2119
$7.21K ﹤0.01%
249
2120
$7.17K ﹤0.01%
77
2121
$7.16K ﹤0.01%
47
-23
2122
$7.14K ﹤0.01%
192
+85
2123
$7.13K ﹤0.01%
216
-8
2124
$7.11K ﹤0.01%
117
+39
2125
$7.1K ﹤0.01%
236
+55
83 84
85
86 87