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
1001
$72.3K 0.01%
9,294
+2,349
1002
$72.1K 0.01%
405
-50
1003
$72K 0.01%
548
+108
1004
$71.9K 0.01%
595
-174
1005
$71.7K 0.01%
631
+77
1006
$71.7K 0.01%
692
-42
1007
$71.5K 0.01%
3,387
+577
1008
$71.4K 0.01%
632
+263
1009
$71.1K 0.01%
8,425
+3,406
1010
$70.9K 0.01%
1,278
+737
1011
$70.4K 0.01%
556
+151
1012
$70.3K 0.01%
532
-336
1013
$70.2K 0.01%
932
-57
1014
$70K 0.01%
1,257
+46
1015
$69.8K 0.01%
1,029
+137
1016
$69.5K 0.01%
131
-124
1017
$69.5K 0.01%
301
-78
1018
$69.5K 0.01%
1,142
-50
1019
$69.3K 0.01%
2,991
-13
1020
$68.9K 0.01%
1,841
+142
1021
$68.9K 0.01%
5,366
+1,191
1022
$68.9K 0.01%
451
-224
1023
$68.8K 0.01%
752
+15
1024
$68.6K 0.01%
1,201
+126
1025
$68.4K 0.01%
740
-13