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
2651
$235 ﹤0.01%
2
-1
2652
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11
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2653
$231 ﹤0.01%
25
2654
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2656
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$221 ﹤0.01%
+6
2659
$220 ﹤0.01%
15
2660
$212 ﹤0.01%
116
-849
2661
$207 ﹤0.01%
8
-4,315
2662
$204 ﹤0.01%
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10
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2664
$199 ﹤0.01%
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$199 ﹤0.01%
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4
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$179 ﹤0.01%
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$179 ﹤0.01%
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$179 ﹤0.01%
3
-7,299
2670
$177 ﹤0.01%
+100
2671
$177 ﹤0.01%
3
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$175 ﹤0.01%
+4
2673
$172 ﹤0.01%
5
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2674
$170 ﹤0.01%
8
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2675
$168 ﹤0.01%
5
-78