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
2201
$5.76K ﹤0.01%
+62
2202
$5.75K ﹤0.01%
227
-1,183
2203
$5.74K ﹤0.01%
+175
2204
$5.7K ﹤0.01%
161
-49
2205
$5.67K ﹤0.01%
182
+121
2206
$5.65K ﹤0.01%
120
2207
$5.64K ﹤0.01%
321
+3
2208
$5.61K ﹤0.01%
295
2209
$5.61K ﹤0.01%
100
+73
2210
$5.59K ﹤0.01%
3,803
+3,329
2211
$5.59K ﹤0.01%
404
2212
$5.58K ﹤0.01%
96
+18
2213
$5.56K ﹤0.01%
149
+56
2214
$5.53K ﹤0.01%
184
-155
2215
$5.53K ﹤0.01%
+214
2216
$5.53K ﹤0.01%
180
+25
2217
$5.51K ﹤0.01%
345
+180
2218
$5.51K ﹤0.01%
440
+273
2219
$5.5K ﹤0.01%
201
-14
2220
$5.48K ﹤0.01%
326
+84
2221
$5.48K ﹤0.01%
80
-51
2222
$5.45K ﹤0.01%
815
+638
2223
$5.43K ﹤0.01%
137
+50
2224
$5.41K ﹤0.01%
102
-212
2225
$5.4K ﹤0.01%
570
+110
87 88
89
90 91