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
2376
$3.4K ﹤0.01%
128
-72
2377
$3.39K ﹤0.01%
424
+186
2378
$3.37K ﹤0.01%
187
+17
2379
$3.36K ﹤0.01%
401
+46
2380
$3.36K ﹤0.01%
46
-734
2381
$3.35K ﹤0.01%
240
+17
2382
$3.35K ﹤0.01%
118
2383
$3.33K ﹤0.01%
581
+464
2384
$3.3K ﹤0.01%
471
-460
2385
$3.29K ﹤0.01%
82
+18
2386
$3.29K ﹤0.01%
492
-302
2387
$3.28K ﹤0.01%
+171
2388
$3.28K ﹤0.01%
37
-102
2389
$3.27K ﹤0.01%
28
-12
2390
$3.25K ﹤0.01%
35
+1
2391
$3.25K ﹤0.01%
82
+32
2392
$3.23K ﹤0.01%
97
-95
2393
$3.21K ﹤0.01%
24
+23
2394
$3.21K ﹤0.01%
36
-10
2395
$3.21K ﹤0.01%
242
2396
$3.2K ﹤0.01%
222
+138
2397
$3.19K ﹤0.01%
155
2398
$3.18K ﹤0.01%
328
+203
2399
$3.15K ﹤0.01%
139
+53
2400
$3.15K ﹤0.01%
55
-76
94 95
96
97 98