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
326
$650K 0.06%
5,084
+650
327
$649K 0.06%
7,280
-1,315
328
$647K 0.06%
38,973
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$626K 0.06%
2,217
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$625K 0.06%
3,114
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335
$624K 0.06%
1,917
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32,121
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338
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8,567
+5,411
339
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22,372
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340
$611K 0.05%
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345
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347
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349
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19,644
-4,765
350
$570K 0.05%
6,377
+5,609