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
276
$900K 0.08%
3,684
-391
277
$898K 0.08%
1,237
-212
278
$895K 0.08%
39,445
+1,344
279
$891K 0.08%
2,348
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280
$882K 0.08%
17,417
-10,072
281
$863K 0.08%
16,042
+3,286
282
$852K 0.08%
12,435
+1,025
283
$846K 0.07%
3,774
+1,767
284
$841K 0.07%
15,587
-272
285
$841K 0.07%
11,416
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286
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17,329
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287
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288
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7,357
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289
$813K 0.07%
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290
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+11,291
293
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18,524
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294
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11,614
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295
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296
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298
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299
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4,357
-443
300
$766K 0.07%
23,269
+8,342