SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
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 19.29%
2 Financials 9.42%
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
2151
$6.63K ﹤0.01%
1,077
+672
2152
$6.57K ﹤0.01%
122
+69
2153
$6.54K ﹤0.01%
328
+288
2154
$6.54K ﹤0.01%
174
+1
2155
$6.54K ﹤0.01%
143
+36
2156
$6.53K ﹤0.01%
920
+157
2157
$6.52K ﹤0.01%
180
+105
2158
$6.51K ﹤0.01%
319
+161
2159
$6.51K ﹤0.01%
104
-19
2160
$6.44K ﹤0.01%
104
2161
$6.44K ﹤0.01%
1,808
-1,625
2162
$6.43K ﹤0.01%
390
+40
2163
$6.42K ﹤0.01%
130
+82
2164
$6.42K ﹤0.01%
1,698
+136
2165
$6.4K ﹤0.01%
248
+192
2166
$6.35K ﹤0.01%
387
+252
2167
$6.33K ﹤0.01%
100
+85
2168
$6.32K ﹤0.01%
337
+104
2169
$6.31K ﹤0.01%
267
-5,550
2170
$6.28K ﹤0.01%
119
-33
2171
$6.25K ﹤0.01%
513
-98
2172
$6.22K ﹤0.01%
189
+144
2173
$6.21K ﹤0.01%
404
+112
2174
$6.2K ﹤0.01%
330
+103
2175
$6.18K ﹤0.01%
328
-237
85 86
87
88 89