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
2426
$2.88K ﹤0.01%
140
2427
$2.88K ﹤0.01%
39
-31
2428
$2.86K ﹤0.01%
276
+215
2429
$2.86K ﹤0.01%
280
+142
2430
$2.85K ﹤0.01%
509
+263
2431
$2.85K ﹤0.01%
+68
2432
$2.83K ﹤0.01%
157
+132
2433
$2.83K ﹤0.01%
366
-73
2434
$2.83K ﹤0.01%
151
+27
2435
$2.83K ﹤0.01%
490
-628
2436
$2.83K ﹤0.01%
758
-664
2437
$2.82K ﹤0.01%
585
-397
2438
$2.82K ﹤0.01%
71
+20
2439
$2.79K ﹤0.01%
47
+35
2440
$2.77K ﹤0.01%
250
-44
2441
$2.76K ﹤0.01%
315
-74
2442
$2.73K ﹤0.01%
226
-256
2443
$2.71K ﹤0.01%
+258
2444
$2.7K ﹤0.01%
53
2445
$2.68K ﹤0.01%
341
+105
2446
$2.67K ﹤0.01%
407
-3,258
2447
$2.67K ﹤0.01%
41
2448
$2.66K ﹤0.01%
63
-28
2449
$2.65K ﹤0.01%
25
-17
2450
$2.65K ﹤0.01%
276
+33
96 97
98
99 100