SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
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 8.53%
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
26
$7.51M 0.66%
42,119
-5,529
27
$7.39M 0.65%
282,228
+25,767
28
$7.33M 0.65%
181,105
+19,494
29
$7.24M 0.64%
98,660
+22,530
30
$7.2M 0.63%
145,641
-339
31
$7.06M 0.62%
124,147
-4,986
32
$6.91M 0.61%
69,920
+1,930
33
$6.71M 0.59%
8,647
-763
34
$6.3M 0.56%
47,640
-3,020
35
$6.25M 0.55%
169,565
+24,177
36
$6.11M 0.54%
13,989
-1,602
37
$6.07M 0.54%
64,049
+7,594
38
$5.92M 0.52%
6,005
-254
39
$5.92M 0.52%
12,181
-1,877
40
$5.87M 0.52%
70,510
+35,623
41
$5.75M 0.51%
37,715
+649
42
$5.53M 0.49%
246,400
+20,756
43
$5.44M 0.48%
138,047
+9,259
44
$5.37M 0.47%
31,279
+8,552
45
$5.2M 0.46%
161,598
+22,207
46
$5.11M 0.45%
193,724
+15,032
47
$4.83M 0.43%
49,608
-4,913
48
$4.79M 0.42%
29,946
-1,350
49
$4.77M 0.42%
26,989
+5,045
50
$4.76M 0.42%
8,644
-554