SAM
Smartleaf Asset Management Portfolio holdings
AUM $1.04B
AUM
$1.04B
AUM Growth
+$55.5M (+6%)
Cap. Flow
+$97.5M
Cap. Flow % of AUM
9.41%
Top 10 Holdings %Top 10 Hldgs %
18.73%
Holding
3,051
New
134
Increased
1,125
Reduced
1,278
Closed
187
Top Buys
| 1 | $5.67M | |
| 2 | $5.6M | |
| 3 | $5.48M | |
| 4 | $3.76M | |
| 5 | $3.15M |
Top Sells
| 1 | $4.7M | |
| 2 | $3.62M | |
| 3 | $1.32M | |
| 4 | $1.04M | |
| 5 | $1.04M |
Sector Composition
| 1 | Technology | 16.64% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 7.05% |
| 4 | Consumer Discretionary | 5.89% |
| 5 | Industrials | 4.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $199K | 0.02% | 2,896 +193 | +7% | +$13.3K | |||
| $199K | 0.02% | 1,115 +13 | +1% | +$2.32K | |||
| $199K | 0.02% | 3,751 +990 | +36% | +$52.5K | |||
| $198K | 0.02% | 1,963 +1,679 | +591% | +$169K | |||
| $197K | 0.02% | 1,134 +141 | +14% | +$24.5K | |||
| $197K | 0.02% | 3,142 -821 | -21% | -$51.5K | |||
| $197K | 0.02% | 2,820 -1,591 | -36% | -$111K | |||
| $196K | 0.02% | 4,878 -596 | -11% | -$24K | |||
| $196K | 0.02% | 1,341 +226 | +20% | +$33.1K | |||
| $196K | 0.02% | 1,435 +57 | +4% | +$7.78K | |||
| $196K | 0.02% | 1,521 -53 | -3% | -$6.82K | |||
| $194K | 0.02% | 3,053 -132 | -4% | -$8.39K | |||
| $194K | 0.02% | 3,428 +417 | +14% | +$23.6K | |||
| $194K | 0.02% | 3,646 +2 | +0.1% | +$106 | |||
| $192K | 0.02% | 2,455 | – | – | |||
| $192K | 0.02% | 1,589 -593 | -27% | -$71.6K | |||
| $192K | 0.02% | 2,558 +510 | +25% | +$38.2K | |||
| $190K | 0.02% | 736 +630 | +594% | +$162K | |||
| $188K | 0.02% | 1,718 +1,616 | +1,584% | +$177K | |||
| $187K | 0.02% | 2,413 +925 | +62% | +$71.9K | |||
| $187K | 0.02% | 26 +19 | +271% | +$136K | |||
| $186K | 0.02% | 316 +44 | +16% | +$25.9K | |||
| $186K | 0.02% | 836 -78 | -9% | -$17.3K | |||
| $186K | 0.02% | 1,532 -61 | -4% | -$7.39K | |||
| $186K | 0.02% | 837 +162 | +24% | +$35.9K |
