SAM
Smartleaf Asset Management Portfolio holdings
AUM $1.04B
AUM
$1.04B
AUM Growth
+$55.5M (+6%)
Cap. Flow
+$97.5M
Cap. Flow % of AUM
9.41%
Top 10 Holdings %Top 10 Hldgs %
18.73%
Holding
3,051
New
134
Increased
1,125
Reduced
1,278
Closed
187
Top Buys
| 1 | $5.67M | |
| 2 | $5.6M | |
| 3 | $5.48M | |
| 4 | $3.76M | |
| 5 | $3.15M |
Top Sells
| 1 | $4.7M | |
| 2 | $3.62M | |
| 3 | $1.32M | |
| 4 | $1.04M | |
| 5 | $1.04M |
Sector Composition
| 1 | Technology | 16.57% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 7.05% |
| 4 | Consumer Discretionary | 5.92% |
| 5 | Industrials | 4.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $33.8K | 0% | 405 -31 | -7% | -$2.59K | |||
| $33.7K | 0% | 1,142 -339 | -23% | -$10K | |||
| $33.7K | 0% | 841 | – | – | |||
| $33.6K | 0% | 474 -75 | -14% | -$5.31K | |||
| $33.5K | 0% | 178 -74 | -29% | -$13.9K | |||
| $33.4K | 0% | 1,559 +327 | +27% | +$7.01K | |||
| $33.3K | 0% | 1,219 +1,195 | +4,979% | +$32.7K | |||
| $33.3K | 0% | 197 | – | – | |||
| $33.3K | 0% | 802 -53 | -6% | -$2.2K | |||
| $33.2K | 0% | 674 +444 | +193% | +$21.8K | |||
| $33K | 0% | 442 +147 | +50% | +$11K | |||
| $32.9K | 0% | 2,513 -64 | -2% | -$838 | |||
| $32.8K | 0% | 457 +5 | +1% | +$358 | |||
| $32.7K | 0% | 1,564 +75 | +5% | +$1.57K | |||
| $32.7K | 0% | 189 | – | – | |||
| $32.7K | 0% | 925 +213 | +30% | +$7.52K | |||
| $32.6K | 0% | 324 | New | +$32.6K | |||
| $32.6K | 0% | 660 | New | +$32.6K | |||
| $32.6K | 0% | 2,810 +1,203 | +75% | +$13.9K | |||
| $32.5K | 0% | 532 | – | – | |||
| $32.5K | 0% | 713 -17 | -2% | -$774 | |||
| $32.4K | 0% | 761 -18 | -2% | -$767 | |||
| $32.4K | 0% | 378 -102 | -21% | -$8.74K | |||
| $32.2K | 0% | 273 +23 | +9% | +$2.71K | |||
| $32.2K | 0% | 378 -28 | -7% | -$2.38K |
