SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,054
New
Increased
Reduced
Closed

Top Buys

1 +$7.02M
2 +$6.13M
3 +$5.98M
4
AMZN icon
Amazon
AMZN
+$4.17M
5
TSLA icon
Tesla
TSLA
+$2.88M

Sector Composition

1 Technology 19.3%
2 Financials 9.41%
3 Consumer Discretionary 7.11%
4 Healthcare 6.73%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$58.9K 0.01%
415
+309
1102
$58.9K 0.01%
2,323
+335
1103
$58.8K 0.01%
785
+251
1104
$58.6K 0.01%
211
+83
1105
$58.6K 0.01%
696
+76
1106
$58.5K 0.01%
686
+457
1107
$58.4K 0.01%
948
+133
1108
$58.3K 0.01%
732
+210
1109
$58.2K 0.01%
5,823
+3,755
1110
$58.1K 0.01%
467
+71
1111
$57.9K 0.01%
885
+466
1112
$57.9K 0.01%
340
+86
1113
$57.4K 0.01%
373
+39
1114
$57.4K 0.01%
3,396
+2,154
1115
$57.2K 0.01%
7
+3
1116
$57.2K 0.01%
830
+411
1117
$56.9K 0.01%
928
+406
1118
$56.8K 0.01%
603
+218
1119
$56.7K 0.01%
1,842
+1,138
1120
$56.7K 0.01%
879
-1
1121
$56.6K 0.01%
424
+336
1122
$56.6K 0.01%
703
+421
1123
$56.5K 0.01%
1,561
+179
1124
$56.5K 0.01%
440
+110
1125
$56K 0.01%
528
+111