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SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$981M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,054
New
Increased
Reduced
Closed

Top Buys

1 +$6.56M
2 +$6.14M
3 +$6M
4
AMZN icon
Amazon
AMZN
+$3.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.46M

Sector Composition

1 Technology 19.29%
2 Financials 9.42%
3 Consumer Discretionary 7.11%
4 Healthcare 6.73%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$36.7K ﹤0.01%
218
+14
1327
$36.6K ﹤0.01%
483
+396
1328
$36.4K ﹤0.01%
6,745
+4,277
1329
$36.4K ﹤0.01%
1,445
+1,413
1330
$36.4K ﹤0.01%
280
+138
1331
$36.3K ﹤0.01%
439
+61
1332
$36.1K ﹤0.01%
1,881
+854
1333
$36K ﹤0.01%
1,502
+717
1334
$36K ﹤0.01%
265
+128
1335
$35.9K ﹤0.01%
2,624
+1,934
1336
$35.9K ﹤0.01%
189
-15
1337
$35.8K ﹤0.01%
9,935
+6,298
1338
$35.8K ﹤0.01%
444
+411
1339
$35.7K ﹤0.01%
729
+381
1340
$35.6K ﹤0.01%
1,580
+432
1341
$35.5K ﹤0.01%
479
+154
1342
$35.5K ﹤0.01%
3,001
+2,448
1343
$35.4K ﹤0.01%
280
+214
1344
$35.3K ﹤0.01%
148
+15
1345
$35.3K ﹤0.01%
730
1346
$35.3K ﹤0.01%
1,828
-2,857
1347
$34.9K ﹤0.01%
375
+31
1348
$34.8K ﹤0.01%
273
1349
$34.8K ﹤0.01%
803
+273
1350
$34.8K ﹤0.01%
977
+854