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
401
$429K 0.04%
1,065
-203
402
$428K 0.04%
806
+45
403
$427K 0.04%
5,897
+2,193
404
$426K 0.04%
4,158
-846
405
$423K 0.04%
6,247
-736
406
$423K 0.04%
7,459
+3,070
407
$417K 0.04%
8,872
-281
408
$416K 0.04%
994
-272
409
$415K 0.04%
4,026
-676
410
$415K 0.04%
2,117
-752
411
$412K 0.04%
4,522
-1,679
412
$412K 0.04%
1,187
+61
413
$411K 0.04%
4,921
+1,338
414
$410K 0.04%
6,334
+5,802
415
$409K 0.04%
3,892
-863
416
$408K 0.04%
5,481
-1,430
417
$407K 0.04%
13,418
-640
418
$399K 0.04%
2,856
-103
419
$399K 0.04%
4,718
-1,269
420
$397K 0.04%
2,980
+304
421
$395K 0.03%
8,154
+7,494
422
$394K 0.03%
1,118
-487
423
$394K 0.03%
3,897
-2,257
424
$394K 0.03%
14,753
+274
425
$390K 0.03%
5,674
-237