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 | |
|---|---|---|---|---|---|---|---|
| $64.1K | 0.01% | 1,309 +169 | +15% | +$8.28K | |||
| $64.1K | 0.01% | 670 -50 | -7% | -$4.78K | |||
| $63.8K | 0.01% | 616 +172 | +39% | +$17.8K | |||
| $63.7K | 0.01% | 2,451 | – | – | |||
| $63.7K | 0.01% | 3,007 | – | – | |||
| $63.6K | 0.01% | 730 | – | – | |||
| $63.3K | 0.01% | 768 -60 | -7% | -$4.95K | |||
| $63.2K | 0.01% | 753 +160 | +27% | +$13.4K | |||
| $63K | 0.01% | 3,270 +735 | +29% | +$14.2K | |||
| $63K | 0.01% | 3,915 -337 | -8% | -$5.43K | |||
| $63K | 0.01% | 1,656 -828 | -33% | -$31.5K | |||
| $62.8K | 0.01% | 1,360 +38 | +3% | +$1.76K | |||
| $62.8K | 0.01% | 153 | New | +$62.8K | |||
| $62.7K | 0.01% | 502 -80 | -14% | -$10K | |||
| $62.5K | 0.01% | 821 +165 | +25% | +$12.6K | |||
| $62.5K | 0.01% | 1,699 | New | +$62.5K | |||
| $62.4K | 0.01% | 161 +1 | +0.6% | +$388 | |||
| $62.4K | 0.01% | 1,354 +164 | +14% | +$7.56K | |||
| $62.2K | 0.01% | 455 +41 | +10% | +$5.61K | |||
| $62.2K | 0.01% | 2,265 +2,051 | +958% | +$56.3K | |||
| $62.1K | 0.01% | 2,756 -1,744 | -39% | -$39.3K | |||
| $61.8K | 0.01% | 978 -78 | -7% | -$4.93K | |||
| $61.7K | 0.01% | 1,081 -350 | -24% | -$20K | |||
| $61.4K | 0.01% | 2,476 -241 | -9% | -$5.98K | |||
| $61.4K | 0.01% | 200 | – | – |
