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 | 16.57% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 7.05% |
| 4 | Consumer Discretionary | 5.92% |
| 5 | Industrials | 4.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $108K | 0.01% | 575 -20 | -3% | -$3.75K | |||
| $108K | 0.01% | 2,196 | New | +$108K | |||
| $107K | 0.01% | 1,567 +24 | +2% | +$1.65K | |||
| $107K | 0.01% | 2,168 -73 | -3% | -$3.61K | |||
| $107K | 0.01% | 713 +1 | +0.1% | +$150 | |||
| $107K | 0.01% | 1,815 +303 | +20% | +$17.9K | |||
| $107K | 0.01% | 2,373 +447 | +23% | +$20.2K | |||
| $107K | 0.01% | 12,212 +9,805 | +407% | +$85.8K | |||
| $106K | 0.01% | 1,387 +808 | +140% | +$61.9K | |||
| $106K | 0.01% | 610 +265 | +77% | +$46.1K | |||
| $106K | 0.01% | 1,410 +65 | +5% | +$4.89K | |||
| $105K | 0.01% | 642 -3 | -0.5% | -$491 | |||
| $105K | 0.01% | 2,716 +665 | +32% | +$25.7K | |||
| $105K | 0.01% | 960 +389 | +68% | +$42.6K | |||
| $105K | 0.01% | 2,454 +660 | +37% | +$28.1K | |||
| $104K | 0.01% | 3,129 +179 | +6% | +$5.95K | |||
| $104K | 0.01% | 635 -12 | -2% | -$1.96K | |||
| $104K | 0.01% | 1,078 -61 | -5% | -$5.86K | |||
| $104K | 0.01% | 1,123 | New | +$104K | |||
| $103K | 0.01% | 1,113 +1 | +0.1% | +$93 | |||
| $103K | 0.01% | 675 +217 | +47% | +$33.1K | |||
| $103K | 0.01% | 601 +74 | +14% | +$12.7K | |||
| $102K | 0.01% | 1,336 -92 | -6% | -$7.05K | |||
| $102K | 0.01% | 843 +523 | +163% | +$63.5K | |||
| $102K | 0.01% | 1,144 +51 | +5% | +$4.54K |
