SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.79%
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
1226
$0 ﹤0.01%
+43
1227
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+1
1228
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+12
1229
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+5
1230
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+3
1231
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+874
1232
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1233
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+11
1234
$0 ﹤0.01%
+4
1235
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1236
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+174
1237
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1238
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+147
1239
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+1
1240
$0 ﹤0.01%
+524
1241
$0 ﹤0.01%
+6
1242
$0 ﹤0.01%
+11
1243
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+3
1244
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1245
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+8
1246
$0 ﹤0.01%
+1
1247
$0 ﹤0.01%
+4
1248
$0 ﹤0.01%
+4
1249
$0 ﹤0.01%
+2
1250
$0 ﹤0.01%
+3