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
1226
$0 ﹤0.01%
+3
1227
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+1
1228
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+8
1229
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+2
1230
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+12
1231
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+1
1232
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+4
1233
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+4
1234
$0 ﹤0.01%
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1235
$0 ﹤0.01%
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1236
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+3
1237
$0 ﹤0.01%
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1238
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+4
1239
$0 ﹤0.01%
+2
1240
$0 ﹤0.01%
+23
1241
$0 ﹤0.01%
+2
1242
$0 ﹤0.01%
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1243
$0 ﹤0.01%
+1
1244
$0 ﹤0.01%
+162
1245
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+31
1246
$0 ﹤0.01%
+3
1247
$0 ﹤0.01%
+155
1248
$0 ﹤0.01%
+2
1249
$0 ﹤0.01%
+10
1250
$0 ﹤0.01%
+14