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
2251
$4.92K ﹤0.01%
60
+57
2252
$4.91K ﹤0.01%
233
-17
2253
$4.88K ﹤0.01%
85
+19
2254
$4.88K ﹤0.01%
281
+148
2255
$4.88K ﹤0.01%
433
+35
2256
$4.87K ﹤0.01%
64
-2
2257
$4.87K ﹤0.01%
123
+17
2258
$4.8K ﹤0.01%
429
-114
2259
$4.77K ﹤0.01%
126
2260
$4.77K ﹤0.01%
293
2261
$4.75K ﹤0.01%
246
2262
$4.75K ﹤0.01%
257
+233
2263
$4.75K ﹤0.01%
364
+111
2264
$4.75K ﹤0.01%
224
-470
2265
$4.72K ﹤0.01%
50
-96
2266
$4.71K ﹤0.01%
372
-56
2267
$4.67K ﹤0.01%
119
-140
2268
$4.66K ﹤0.01%
161
+22
2269
$4.66K ﹤0.01%
109
2270
$4.66K ﹤0.01%
172
+159
2271
$4.65K ﹤0.01%
465
+168
2272
$4.65K ﹤0.01%
+98
2273
$4.64K ﹤0.01%
335
+127
2274
$4.63K ﹤0.01%
1,565
+315
2275
$4.63K ﹤0.01%
370
+60
89 90
91
92 93