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
551
$224K 0.02%
583
-113
552
$223K 0.02%
2,537
-621
553
$222K 0.02%
1,447
-74
554
$222K 0.02%
1,315
-552
555
$221K 0.02%
10,881
+1,392
556
$220K 0.02%
6,107
+3,067
557
$217K 0.02%
2,055
-22
558
$216K 0.02%
2,925
-1,474
559
$215K 0.02%
9,192
+8,805
560
$213K 0.02%
3,757
+2,500
561
$213K 0.02%
6,332
-251
562
$211K 0.02%
2,525
+70
563
$211K 0.02%
2,307
-636
564
$211K 0.02%
2,317
-16
565
$211K 0.02%
2,647
+312
566
$209K 0.02%
4,384
+2,794
567
$208K 0.02%
4,578
+211
568
$205K 0.02%
897
+19
569
$205K 0.02%
690
+161
570
$205K 0.02%
2,773
+2,537
571
$204K 0.02%
648
+45
572
$204K 0.02%
3,940
-360
573
$204K 0.02%
+7,097
574
$203K 0.02%
3,313
+3,167
575
$203K 0.02%
1,493
+911