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
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
1
$40.6M 4.14%
161,005
+27,852
2
$33M 3.36%
77,610
+14,426
3
$32.9M 3.36%
239,396
+43,504
4
$25.9M 2.64%
207,693
+146
5
$19.7M 2.01%
88,891
+18,827
6
$12.8M 1.3%
21,642
+3,833
7
$12.4M 1.26%
64,618
+12,800
8
$10.4M 1.06%
24,957
+6,910
9
$10.1M 1.03%
42,864
+6,909
10
$10M 1.02%
201,521
+1,684
11
$9.27M 0.95%
38,737
+8,327
12
$9.24M 0.94%
47,931
+8,743
13
$9.06M 0.92%
210,955
+15,094
14
$8.44M 0.86%
15,600
-3,474
15
$8.15M 0.83%
100,683
+3,185
16
$8.06M 0.82%
68,462
+5,256
17
$7.81M 0.8%
225,487
+14,349
18
$7.54M 0.77%
12,761
+259
19
$7.51M 0.77%
23,804
+3,762
20
$7.3M 0.74%
233,146
+21,501
21
$7.2M 0.73%
112,016
-4,246
22
$6.88M 0.7%
8,896
+1,230
23
$6.42M 0.66%
130,926
+35,110
24
$6.22M 0.63%
13,748
+3,468
25
$6.08M 0.62%
133,900
+17,036
1
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