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
301
$756K 0.07%
1,515
+118
302
$751K 0.07%
10,880
-1,216
303
$749K 0.07%
30,772
-12,096
304
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31,420
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305
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1,506
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306
$742K 0.07%
12,023
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307
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2,423
+1,309
308
$732K 0.06%
3,203
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309
$722K 0.06%
18,959
-2,849
310
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3,328
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311
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12,141
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16,585
-1,248
314
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37,914
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1,520
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44,278
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1,222
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19,696
-3,530
325
$664K 0.06%
13,656
+1,751