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
$824M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.44%
2 Financials 8.24%
3 Healthcare 7.29%
4 Consumer Discretionary 5.93%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$25.9K ﹤0.01%
1,148
+789
1202
$25.9K ﹤0.01%
128
+37
1203
$25.9K ﹤0.01%
1,560
+1,121
1204
$25.9K ﹤0.01%
128
+65
1205
$25.9K ﹤0.01%
716
+256
1206
$25.8K ﹤0.01%
658
+184
1207
$25.8K ﹤0.01%
205
-3
1208
$25.8K ﹤0.01%
3,665
+2,746
1209
$25.7K ﹤0.01%
1,261
-109
1210
$25.7K ﹤0.01%
1,608
+696
1211
$25.7K ﹤0.01%
880
+451
1212
$25.7K ﹤0.01%
547
+64
1213
$25.6K ﹤0.01%
372
+94
1214
$25.5K ﹤0.01%
548
+409
1215
$25.5K ﹤0.01%
864
+409
1216
$25.5K ﹤0.01%
505
+324
1217
$25.5K ﹤0.01%
965
+287
1218
$25.4K ﹤0.01%
348
+200
1219
$25.4K ﹤0.01%
1,883
+1,227
1220
$25.4K ﹤0.01%
227
+20
1221
$25.4K ﹤0.01%
482
+184
1222
$25.3K ﹤0.01%
190
+135
1223
$25.3K ﹤0.01%
576
+229
1224
$25.3K ﹤0.01%
2,722
+184
1225
$25.2K ﹤0.01%
235
+76