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
201
$1.06M 0.11%
9,524
+716
202
$1.06M 0.11%
17,281
+1,616
203
$1.05M 0.11%
2,181
+734
204
$1.05M 0.11%
21,537
+616
205
$1.05M 0.11%
9,971
+949
206
$1.05M 0.11%
4,367
+1,037
207
$1.05M 0.11%
2,148
+74
208
$1.04M 0.11%
19,901
+1,555
209
$1.04M 0.11%
2,604
+381
210
$1.03M 0.11%
5,720
+641
211
$1.03M 0.1%
7,595
-459
212
$1.03M 0.1%
55,109
+9,930
213
$1.02M 0.1%
5,352
+366
214
$1.01M 0.1%
1,720
+86
215
$1M 0.1%
2,113
+178
216
$999K 0.1%
3,358
+944
217
$991K 0.1%
12,842
+7,126
218
$989K 0.1%
11,724
+448
219
$985K 0.1%
10,117
+4,663
220
$983K 0.1%
3,256
+1,151
221
$982K 0.1%
20,935
+3,311
222
$976K 0.1%
4,850
-59
223
$968K 0.1%
1,877
+58
224
$963K 0.1%
15,853
+3,608
225
$957K 0.1%
16,985
+16,938
7 8
9
10 11