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
251
$1.01M 0.09%
11,178
+145
252
$1.01M 0.09%
72,421
+5,222
253
$1M 0.09%
1,930
-182
254
$999K 0.09%
15,937
-1,055
255
$987K 0.09%
18,590
+7,319
256
$973K 0.09%
36,592
+5,854
257
$971K 0.09%
20,946
-1,743
258
$968K 0.09%
20,377
+147
259
$966K 0.09%
16,326
-696
260
$966K 0.09%
8,726
-2,093
261
$965K 0.09%
3,773
-205
262
$959K 0.08%
116,384
+17,402
263
$950K 0.08%
2,747
+46
264
$943K 0.08%
1,345
-232
265
$942K 0.08%
18,083
+14,950
266
$936K 0.08%
+4,149
267
$933K 0.08%
18,269
+7,246
268
$928K 0.08%
3,287
-1,598
269
$918K 0.08%
9,234
-1,538
270
$918K 0.08%
8,515
+8,490
271
$916K 0.08%
17,957
+626
272
$916K 0.08%
2,622
+477
273
$915K 0.08%
5,068
-590
274
$911K 0.08%
13,216
-5,187
275
$903K 0.08%
3,422
-1,001