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
376
$491K 0.04%
136
-46
377
$487K 0.04%
6,815
-1,579
378
$485K 0.04%
9,198
+9,156
379
$485K 0.04%
+9,350
380
$482K 0.04%
9,910
+69
381
$480K 0.04%
1,552
-794
382
$480K 0.04%
10,486
-3,576
383
$478K 0.04%
1,730
-312
384
$477K 0.04%
1,464
-63
385
$470K 0.04%
2,301
-356
386
$470K 0.04%
36,051
+20,123
387
$465K 0.04%
10,841
-652
388
$458K 0.04%
1,389
-219
389
$458K 0.04%
18,933
-9,642
390
$457K 0.04%
3,786
-160
391
$455K 0.04%
2,305
-369
392
$453K 0.04%
2,650
-440
393
$451K 0.04%
10,746
-1,868
394
$445K 0.04%
7,572
+17
395
$443K 0.04%
15,282
-2,140
396
$441K 0.04%
5,306
-1,291
397
$439K 0.04%
3,522
-426
398
$437K 0.04%
31,088
+1,473
399
$436K 0.04%
1,413
-439
400
$435K 0.04%
2,465
+10