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
451
$338K 0.03%
7,932
+1,065
452
$335K 0.03%
13,098
+1,788
453
$333K 0.03%
5,027
+149
454
$332K 0.03%
2,583
-788
455
$332K 0.03%
2,043
-716
456
$332K 0.03%
4,510
-1,246
457
$329K 0.03%
1,343
+88
458
$329K 0.03%
570
-136
459
$329K 0.03%
8,516
-476
460
$328K 0.03%
565
-52
461
$327K 0.03%
2,486
-340
462
$327K 0.03%
2,162
-743
463
$326K 0.03%
5,835
-640
464
$325K 0.03%
2,730
-810
465
$321K 0.03%
1,642
-636
466
$321K 0.03%
5,715
+160
467
$319K 0.03%
6,394
+2,295
468
$318K 0.03%
160
469
$315K 0.03%
1,664
+168
470
$315K 0.03%
1,747
-355
471
$314K 0.03%
2,318
472
$313K 0.03%
1,878
+181
473
$313K 0.03%
1,058
-20
474
$311K 0.03%
4,413
+36
475
$309K 0.03%
4,263
+568