SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
1201
$0 ﹤0.01%
+6
1202
$0 ﹤0.01%
+20
1203
$0 ﹤0.01%
+1
1204
$0 ﹤0.01%
+7
1205
$0 ﹤0.01%
+43
1206
$0 ﹤0.01%
+1
1207
$0 ﹤0.01%
+12
1208
$0 ﹤0.01%
+5
1209
$0 ﹤0.01%
+3
1210
$0 ﹤0.01%
+7
1211
$0 ﹤0.01%
+36
1212
$0 ﹤0.01%
+2
1213
$0 ﹤0.01%
+565
1214
$0 ﹤0.01%
+874
1215
$0 ﹤0.01%
+2
1216
$0 ﹤0.01%
+11
1217
$0 ﹤0.01%
+4
1218
$0 ﹤0.01%
+3
1219
$0 ﹤0.01%
+174
1220
$0 ﹤0.01%
+7
1221
$0 ﹤0.01%
+147
1222
$0 ﹤0.01%
+1
1223
$0 ﹤0.01%
+524
1224
$0 ﹤0.01%
+6
1225
$0 ﹤0.01%
+11