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 | |
|---|---|---|---|---|---|---|---|
| $49.4K | 0% | 380 -69 | -15% | -$8.97K | |||
| $49.2K | 0% | 759 +647 | +578% | +$41.9K | |||
| $49.2K | 0% | 767 -203 | -21% | -$13K | |||
| $49.2K | 0% | 1,104 -102 | -8% | -$4.54K | |||
| $49K | 0% | 406 -126 | -24% | -$15.2K | |||
| $49K | 0% | 271 +65 | +32% | +$11.8K | |||
| $49K | 0% | 2,418 +1,493 | +161% | +$30.2K | |||
| $48.8K | 0% | 3,712 +1,413 | +61% | +$18.6K | |||
| $48.7K | 0% | 9,353 -2,249 | -19% | -$11.7K | |||
| $48.7K | 0% | 1,154 +349 | +43% | +$14.7K | |||
| $48.7K | 0% | 1,672 +227 | +16% | +$6.62K | |||
| $48.6K | 0% | 1,822 -569 | -24% | -$15.2K | |||
| $48.6K | 0% | 2,248 -1,799 | -44% | -$38.9K | |||
| $48.5K | 0% | 707 -52 | -7% | -$3.57K | |||
| $48.5K | 0% | 929 +22 | +2% | +$1.15K | |||
| $48.4K | 0% | 1,418 -509 | -26% | -$17.4K | |||
| $48.2K | 0% | 1,100 -56 | -5% | -$2.46K | |||
| $48K | 0% | 2,167 +838 | +63% | +$18.6K | |||
| $47.9K | 0% | 357 | – | – | |||
| $47.9K | 0% | 539 -35 | -6% | -$3.11K | |||
| $47.4K | 0% | 2,779 -457 | -14% | -$7.8K | |||
| $47.3K | 0% | 1,407 -235 | -14% | -$7.89K | |||
| $47K | 0% | 2,327 +18 | +0.8% | +$363 | |||
| $46.9K | 0% | 500 -28 | -5% | -$2.63K | |||
| $46.9K | 0% | 442 | – | – |
