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
2401
$3.13K ﹤0.01%
14
-2
2402
$3.12K ﹤0.01%
+347
2403
$3.11K ﹤0.01%
82
-63
2404
$3.09K ﹤0.01%
655
+346
2405
$3.07K ﹤0.01%
123
+13
2406
$3.06K ﹤0.01%
147
+94
2407
$3.05K ﹤0.01%
239
-354
2408
$3.05K ﹤0.01%
82
2409
$3.04K ﹤0.01%
311
+75
2410
$3.04K ﹤0.01%
+97
2411
$3.04K ﹤0.01%
148
-106
2412
$3.03K ﹤0.01%
371
2413
$3.02K ﹤0.01%
76
+64
2414
$3.01K ﹤0.01%
27
+10
2415
$3.01K ﹤0.01%
+118
2416
$3K ﹤0.01%
249
-158
2417
$2.99K ﹤0.01%
184
+87
2418
$2.99K ﹤0.01%
90
+16
2419
$2.98K ﹤0.01%
+37
2420
$2.98K ﹤0.01%
480
2421
$2.97K ﹤0.01%
132
-240
2422
$2.94K ﹤0.01%
218
+15
2423
$2.93K ﹤0.01%
427
+252
2424
$2.92K ﹤0.01%
50
2425
$2.88K ﹤0.01%
240
+71
95 96
97
98 99