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
2276
$4.61K ﹤0.01%
347
+46
2277
$4.6K ﹤0.01%
+620
2278
$4.6K ﹤0.01%
89
+20
2279
$4.59K ﹤0.01%
177
+35
2280
$4.58K ﹤0.01%
113
+63
2281
$4.57K ﹤0.01%
+227
2282
$4.57K ﹤0.01%
232
+55
2283
$4.57K ﹤0.01%
44
2284
$4.5K ﹤0.01%
415
+278
2285
$4.5K ﹤0.01%
1,516
+712
2286
$4.5K ﹤0.01%
148
-140
2287
$4.49K ﹤0.01%
118
2288
$4.48K ﹤0.01%
195
+96
2289
$4.47K ﹤0.01%
29
+24
2290
$4.45K ﹤0.01%
+457
2291
$4.45K ﹤0.01%
295
+197
2292
$4.44K ﹤0.01%
55
+33
2293
$4.42K ﹤0.01%
474
+29
2294
$4.37K ﹤0.01%
647
-135
2295
$4.36K ﹤0.01%
52
+34
2296
$4.36K ﹤0.01%
183
+72
2297
$4.35K ﹤0.01%
578
-120
2298
$4.34K ﹤0.01%
127
-5
2299
$4.33K ﹤0.01%
57
+2
2300
$4.32K ﹤0.01%
131
+105
90 91
92
93 94