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
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.53%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$2.21M 0.19%
5,611
-721
102
$2.2M 0.19%
26,553
+10,843
103
$2.18M 0.19%
7,232
+462
104
$2.17M 0.19%
7,346
-1,439
105
$2.17M 0.19%
4,678
-666
106
$2.15M 0.19%
23,640
-2,074
107
$2.13M 0.19%
33,462
+2,543
108
$2.13M 0.19%
26,864
-7,084
109
$2.12M 0.19%
34,151
-10,325
110
$2.11M 0.19%
4,075
-91
111
$2.1M 0.18%
7,668
-1,430
112
$2.08M 0.18%
33,572
+12,417
113
$2.07M 0.18%
41,202
114
$2.04M 0.18%
6,423
-979
115
$2.03M 0.18%
26,393
+227
116
$2.03M 0.18%
79,582
+676
117
$2.02M 0.18%
9,757
-2,121
118
$2.01M 0.18%
3,775
-471
119
$2M 0.18%
10,315
+5,770
120
$2M 0.18%
8,433
-5,266
121
$1.99M 0.18%
28,909
-2,122
122
$1.98M 0.17%
15,168
-413
123
$1.98M 0.17%
10,899
-483
124
$1.97M 0.17%
17,997
+11,243
125
$1.96M 0.17%
24,695
-3,467