SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.23%
2 Financials 6.96%
3 Healthcare 5.86%
4 Industrials 4.27%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$0 ﹤0.01%
+174
1177
$0 ﹤0.01%
+147
1178
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+1
1179
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+524
1180
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+6
1181
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+11
1182
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1183
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1184
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1185
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1186
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1187
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1188
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1189
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1190
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1191
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1192
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1193
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1194
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1195
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1196
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1197
$0 ﹤0.01%
+2
1198
$0 ﹤0.01%
+14
1199
$0 ﹤0.01%
+5
1200
$0 ﹤0.01%
+4