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
2451
$2.64K ﹤0.01%
31
+5
2452
$2.64K ﹤0.01%
73
2453
$2.63K ﹤0.01%
639
2454
$2.63K ﹤0.01%
434
2455
$2.62K ﹤0.01%
487
+54
2456
$2.62K ﹤0.01%
25
+11
2457
$2.62K ﹤0.01%
65
2458
$2.61K ﹤0.01%
277
-64
2459
$2.61K ﹤0.01%
153
+100
2460
$2.59K ﹤0.01%
+91
2461
$2.58K ﹤0.01%
179
+22
2462
$2.57K ﹤0.01%
306
2463
$2.57K ﹤0.01%
117
2464
$2.57K ﹤0.01%
181
+99
2465
$2.57K ﹤0.01%
47
-34
2466
$2.56K ﹤0.01%
+10
2467
$2.55K ﹤0.01%
243
+103
2468
$2.54K ﹤0.01%
213
2469
$2.53K ﹤0.01%
59
-177
2470
$2.53K ﹤0.01%
+337
2471
$2.52K ﹤0.01%
25
2472
$2.52K ﹤0.01%
76
+56
2473
$2.51K ﹤0.01%
151
-15
2474
$2.48K ﹤0.01%
+95
2475
$2.47K ﹤0.01%
449
+59
97 98
99
100 101