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
2301
$4.3K ﹤0.01%
205
+29
2302
$4.3K ﹤0.01%
287
-1,390
2303
$4.29K ﹤0.01%
107
2304
$4.27K ﹤0.01%
168
2305
$4.27K ﹤0.01%
87
+60
2306
$4.24K ﹤0.01%
199
2307
$4.21K ﹤0.01%
135
+39
2308
$4.2K ﹤0.01%
97
-287
2309
$4.19K ﹤0.01%
+214
2310
$4.18K ﹤0.01%
62
+50
2311
$4.18K ﹤0.01%
469
+360
2312
$4.17K ﹤0.01%
171
-47
2313
$4.16K ﹤0.01%
96
2314
$4.16K ﹤0.01%
358
+64
2315
$4.16K ﹤0.01%
+437
2316
$4.15K ﹤0.01%
128
+109
2317
$4.13K ﹤0.01%
137
+35
2318
$4.12K ﹤0.01%
250
2319
$4.11K ﹤0.01%
59
-439
2320
$4.11K ﹤0.01%
322
+86
2321
$4.1K ﹤0.01%
628
+600
2322
$4.08K ﹤0.01%
20
2323
$4.07K ﹤0.01%
95
+33
2324
$4.07K ﹤0.01%
540
+360
2325
$4.06K ﹤0.01%
137
+44
91 92
93
94 95