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
51
$4.59M 0.4%
92,937
+26,843
52
$4.42M 0.39%
24,332
+7,498
53
$4.12M 0.36%
47,958
+1,701
54
$4.04M 0.36%
76,111
+9,251
55
$4.01M 0.35%
129,374
-2,750
56
$3.99M 0.35%
21,895
-3,201
57
$3.97M 0.35%
34,399
+9,828
58
$3.84M 0.34%
95,099
-3,746
59
$3.78M 0.33%
10,262
-885
60
$3.68M 0.32%
17,495
-2,464
61
$3.66M 0.32%
36,336
-2,172
62
$3.63M 0.32%
33,147
-3,711
63
$3.55M 0.31%
11,711
-296
64
$3.51M 0.31%
87,737
-4,119
65
$3.49M 0.31%
41,068
-638
66
$3.36M 0.3%
16,425
+995
67
$3.33M 0.29%
70,601
-3,955
68
$3.25M 0.29%
41,381
-2,818
69
$3.17M 0.28%
43,804
+18,262
70
$3.14M 0.28%
19,364
+4,741
71
$3.08M 0.27%
23,233
+1,878
72
$3.08M 0.27%
21,405
-1,814
73
$3.07M 0.27%
48,308
+39,083
74
$3.01M 0.26%
33,335
-18
75
$3.01M 0.26%
+92,225