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
$374M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.23%
2 Financials 6.96%
3 Healthcare 5.86%
4 Industrials 4.27%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$328K 0.09%
+7,353
227
$327K 0.09%
+2,687
228
$325K 0.09%
+10,072
229
$325K 0.09%
+18,557
230
$325K 0.09%
+8,461
231
$319K 0.09%
+1,471
232
$319K 0.09%
+3,075
233
$318K 0.09%
+1,797
234
$318K 0.09%
+2,491
235
$318K 0.09%
+5,210
236
$316K 0.08%
+7,235
237
$314K 0.08%
+2,364
238
$313K 0.08%
+3,551
239
$311K 0.08%
+1,581
240
$308K 0.08%
+990
241
$307K 0.08%
+5,154
242
$304K 0.08%
+8,696
243
$303K 0.08%
+4,193
244
$302K 0.08%
+6,182
245
$302K 0.08%
+2,769
246
$300K 0.08%
+1,535
247
$299K 0.08%
+15,319
248
$299K 0.08%
+2,727
249
$296K 0.08%
+10,095
250
$291K 0.08%
+5,860