SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
2176
$6.18K ﹤0.01%
328
-237
2177
$6.13K ﹤0.01%
385
+161
2178
$6.12K ﹤0.01%
113
-6
2179
$6.09K ﹤0.01%
170
+145
2180
$6.07K ﹤0.01%
198
2181
$6.06K ﹤0.01%
465
-744
2182
$6.06K ﹤0.01%
878
2183
$5.98K ﹤0.01%
913
-237
2184
$5.95K ﹤0.01%
335
+181
2185
$5.94K ﹤0.01%
1,500
2186
$5.92K ﹤0.01%
1,519
+531
2187
$5.92K ﹤0.01%
839
-63
2188
$5.91K ﹤0.01%
55
2189
$5.91K ﹤0.01%
252
-179
2190
$5.89K ﹤0.01%
339
+15
2191
$5.88K ﹤0.01%
317
-59
2192
$5.85K ﹤0.01%
85
+45
2193
$5.84K ﹤0.01%
159
-128
2194
$5.83K ﹤0.01%
58
+47
2195
$5.81K ﹤0.01%
173
+145
2196
$5.79K ﹤0.01%
467
+171
2197
$5.78K ﹤0.01%
139
2198
$5.78K ﹤0.01%
+106
2199
$5.77K ﹤0.01%
253
-144
2200
$5.77K ﹤0.01%
187
+45
86 87
88
89 90