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
2326
$4.05K ﹤0.01%
213
+103
2327
$4.04K ﹤0.01%
216
2328
$4.03K ﹤0.01%
70
+58
2329
$4K ﹤0.01%
1,635
+227
2330
$3.99K ﹤0.01%
+84
2331
$3.99K ﹤0.01%
276
+56
2332
$3.98K ﹤0.01%
160
+53
2333
$3.98K ﹤0.01%
1,112
+159
2334
$3.98K ﹤0.01%
127
+21
2335
$3.97K ﹤0.01%
116
+8
2336
$3.94K ﹤0.01%
+113
2337
$3.88K ﹤0.01%
161
+146
2338
$3.88K ﹤0.01%
462
-44
2339
$3.84K ﹤0.01%
294
+175
2340
$3.84K ﹤0.01%
590
-2,579
2341
$3.82K ﹤0.01%
195
+176
2342
$3.8K ﹤0.01%
86
-14
2343
$3.79K ﹤0.01%
32
-6
2344
$3.78K ﹤0.01%
172
2345
$3.78K ﹤0.01%
266
-161
2346
$3.77K ﹤0.01%
86
2347
$3.75K ﹤0.01%
334
+27
2348
$3.74K ﹤0.01%
172
+13
2349
$3.72K ﹤0.01%
54
2350
$3.72K ﹤0.01%
169
+131
92 93
94
95 96