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 | |
|---|---|---|---|---|---|---|---|
| $32.1K | 0% | 273 | – | – | |||
| $32.1K | 0% | 856 +350 | +69% | +$13.1K | |||
| $31.9K | 0% | 1,047 +307 | +41% | +$9.35K | |||
| $31.8K | 0% | 1,069 | New | +$31.8K | |||
| $31.8K | 0% | 69 +3 | +5% | +$1.38K | |||
| $31.7K | 0% | 1,248 -67 | -5% | -$1.7K | |||
| $31.7K | 0% | 2,598 +456 | +21% | +$5.56K | |||
| $31.6K | 0% | 3,101 -608 | -16% | -$6.2K | |||
| $31.6K | 0% | 358 +30 | +9% | +$2.65K | |||
| $31.5K | 0% | 480 +118 | +33% | +$7.75K | |||
| $31.4K | 0% | 365 +1 | +0.3% | +$86 | |||
| $31.4K | 0% | 178 -8 | -4% | -$1.41K | |||
| $31.4K | 0% | 1,519 -183 | -11% | -$3.78K | |||
| $31.4K | 0% | 451 -1,512 | -77% | -$105K | |||
| $31.2K | 0% | 63 -1 | -2% | -$496 | |||
| $31K | 0% | 107 +50 | +88% | +$14.5K | |||
| $31K | 0% | 126 -11 | -8% | -$2.71K | |||
| $31K | 0% | 774 -196 | -20% | -$7.84K | |||
| $30.9K | 0% | 390 -2 | -0.5% | -$158 | |||
| $30.6K | 0% | 784 -110 | -12% | -$4.3K | |||
| $30.5K | 0% | 347 +73 | +27% | +$6.42K | |||
| $30.5K | 0% | 588 -42 | -7% | -$2.18K | |||
| $30.4K | 0% | 386 -12 | -3% | -$946 | |||
| $30.4K | 0% | 3,461 +665 | +24% | +$5.84K | |||
| $30.4K | 0% | 1,142 -181 | -14% | -$4.81K |
