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
2351
$3.72K ﹤0.01%
609
2352
$3.7K ﹤0.01%
321
+128
2353
$3.68K ﹤0.01%
40
+6
2354
$3.67K ﹤0.01%
39
2355
$3.66K ﹤0.01%
+458
2356
$3.66K ﹤0.01%
+82
2357
$3.65K ﹤0.01%
+37
2358
$3.61K ﹤0.01%
83
2359
$3.58K ﹤0.01%
66
2360
$3.57K ﹤0.01%
140
+10
2361
$3.56K ﹤0.01%
17
-93
2362
$3.55K ﹤0.01%
106
2363
$3.55K ﹤0.01%
+26
2364
$3.54K ﹤0.01%
223
+183
2365
$3.52K ﹤0.01%
243
+101
2366
$3.52K ﹤0.01%
292
+102
2367
$3.51K ﹤0.01%
234
2368
$3.5K ﹤0.01%
512
+140
2369
$3.5K ﹤0.01%
342
+82
2370
$3.46K ﹤0.01%
336
+67
2371
$3.46K ﹤0.01%
378
-258
2372
$3.45K ﹤0.01%
+152
2373
$3.42K ﹤0.01%
88
-30
2374
$3.42K ﹤0.01%
337
-2,574
2375
$3.41K ﹤0.01%
86
-5
93 94
95
96 97