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
2226
$5.37K ﹤0.01%
463
+52
2227
$5.34K ﹤0.01%
155
+64
2228
$5.32K ﹤0.01%
141
-103
2229
$5.31K ﹤0.01%
527
-48
2230
$5.29K ﹤0.01%
212
+151
2231
$5.28K ﹤0.01%
105
2232
$5.25K ﹤0.01%
150
-127
2233
$5.24K ﹤0.01%
118
+12
2234
$5.23K ﹤0.01%
839
+137
2235
$5.17K ﹤0.01%
37
-5
2236
$5.16K ﹤0.01%
1,179
+150
2237
$5.15K ﹤0.01%
211
2238
$5.15K ﹤0.01%
131
-32
2239
$5.13K ﹤0.01%
100
-288
2240
$5.03K ﹤0.01%
89
2241
$5.02K ﹤0.01%
495
+401
2242
$5.02K ﹤0.01%
202
2243
$5K ﹤0.01%
240
+81
2244
$5K ﹤0.01%
120
2245
$4.99K ﹤0.01%
165
-447
2246
$4.98K ﹤0.01%
511
+121
2247
$4.96K ﹤0.01%
319
+242
2248
$4.95K ﹤0.01%
26
2249
$4.93K ﹤0.01%
645
2250
$4.92K ﹤0.01%
170
88 89
90
91 92