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
2126
$7.1K ﹤0.01%
90
+20
2127
$7.09K ﹤0.01%
529
2128
$7.06K ﹤0.01%
2,158
+1,669
2129
$7.05K ﹤0.01%
919
+308
2130
$7.03K ﹤0.01%
175
+75
2131
$7.02K ﹤0.01%
198
+104
2132
$7.02K ﹤0.01%
257
+25
2133
$7K ﹤0.01%
68
-14
2134
$7K ﹤0.01%
104
+41
2135
$6.99K ﹤0.01%
135
2136
$6.99K ﹤0.01%
322
+97
2137
$6.97K ﹤0.01%
70
+38
2138
$6.96K ﹤0.01%
180
2139
$6.96K ﹤0.01%
240
-5
2140
$6.94K ﹤0.01%
161
-56
2141
$6.89K ﹤0.01%
559
+217
2142
$6.89K ﹤0.01%
589
+468
2143
$6.89K ﹤0.01%
409
-124
2144
$6.85K ﹤0.01%
135
-228
2145
$6.84K ﹤0.01%
139
-97
2146
$6.84K ﹤0.01%
80
+42
2147
$6.76K ﹤0.01%
574
-972
2148
$6.71K ﹤0.01%
277
+146
2149
$6.7K ﹤0.01%
3,436
2150
$6.67K ﹤0.01%
+258
84 85
86
87 88