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 | |
|---|---|---|---|---|---|---|---|
| $158K | 0.02% | 5,151 -1,575 | -23% | -$48.4K | |||
| $156K | 0.02% | 10,379 +359 | +4% | +$5.4K | |||
| $156K | 0.02% | 7,374 +6,100 | +479% | +$129K | |||
| $156K | 0.02% | 779 -10 | -1% | -$2.01K | |||
| $156K | 0.02% | 716 +74 | +12% | +$16.1K | |||
| $155K | 0.01% | 844 -294 | -26% | -$54.1K | |||
| $155K | 0.01% | 8,072 +328 | +4% | +$6.28K | |||
| $154K | 0.01% | 670 +243 | +57% | +$55.9K | |||
| $154K | 0.01% | 444 +6 | +1% | +$2.08K | |||
| $154K | 0.01% | 1,240 +2 | +0.2% | +$248 | |||
| $153K | 0.01% | 1,515 +997 | +192% | +$100K | |||
| $152K | 0.01% | 3,430 -34 | -1% | -$1.51K | |||
| $152K | 0.01% | 6,505 -570 | -8% | -$13.3K | |||
| $152K | 0.01% | 2,062 -173 | -8% | -$12.7K | |||
| $152K | 0.01% | 1,320 +77 | +6% | +$8.85K | |||
| $151K | 0.01% | 410 +33 | +9% | +$12.2K | |||
| $151K | 0.01% | 5,544 -71 | -1% | -$1.94K | |||
| $151K | 0.01% | 1,733 -421 | -20% | -$36.6K | |||
| $151K | 0.01% | 5,234 -729 | -12% | -$21K | |||
| $150K | 0.01% | 5,906 -7,382 | -56% | -$188K | |||
| $150K | 0.01% | 445 -10 | -2% | -$3.37K | |||
| $150K | 0.01% | 2,244 +609 | +37% | +$40.7K | |||
| $148K | 0.01% | 1,091 -251 | -19% | -$34.1K | |||
| $148K | 0.01% | 1,271 -107 | -8% | -$12.4K | |||
| $148K | 0.01% | 8,015 -990 | -11% | -$18.2K |
