SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.52%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1.15M 0.1%
42,147
+39,882
227
$1.14M 0.1%
10,701
+1,519
228
$1.14M 0.1%
49,062
+38,884
229
$1.13M 0.1%
60,010
-10,724
230
$1.13M 0.1%
37,049
-2,117
231
$1.12M 0.1%
3,685
+613
232
$1.12M 0.1%
2,290
-262
233
$1.12M 0.1%
42,450
+6,116
234
$1.11M 0.1%
7,997
-1,166
235
$1.11M 0.1%
12,549
-732
236
$1.11M 0.1%
2,210
-123
237
$1.11M 0.1%
15,603
-1,785
238
$1.09M 0.1%
17,973
+879
239
$1.09M 0.1%
2,463
-385
240
$1.07M 0.09%
15,382
-927
241
$1.07M 0.09%
9,195
+8,539
242
$1.07M 0.09%
9,576
+7,613
243
$1.06M 0.09%
6,354
-603
244
$1.06M 0.09%
36,366
+9,807
245
$1.03M 0.09%
15,059
+164
246
$1.03M 0.09%
20,075
+2,358
247
$1.03M 0.09%
14,978
-2,124
248
$1.02M 0.09%
3,344
+59
249
$1.02M 0.09%
22,202
+21,116
250
$1.01M 0.09%
21,134
+104