SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
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 8.53%
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
2901
-44
2902
-138
2903
-76
2904
-2,652
2905
-206
2906
-161
2907
-107
2908
-279
2909
-438
2910
-37
2911
-81
2912
-649
2913
-17
2914
-23
2915
-620
2916
-1,060
2917
-39
2918
-137
2919
-406
2920
-13
2921
-39
2922
-73
2923
-6
2924
-10
2925
-20