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 | |
|---|---|---|---|---|---|---|---|
| $30.4K | 0% | 563 -231 | -29% | -$12.5K | |||
| $30.3K | 0% | 516 | – | – | |||
| $30.2K | 0% | 440 +135 | +44% | +$9.26K | |||
| $30.1K | 0% | 911 -76 | -8% | -$2.51K | |||
| $30.1K | 0% | 228 -7 | -3% | -$923 | |||
| $30K | 0% | 425 +49 | +13% | +$3.46K | |||
| $29.8K | 0% | 1,031 -94 | -8% | -$2.72K | |||
| $29.7K | 0% | 779 -106 | -12% | -$4.05K | |||
| $29.6K | 0% | 1,457 +202 | +16% | +$4.11K | |||
| $29.6K | 0% | 3,108 -447 | -13% | -$4.26K | |||
| $29.5K | 0% | 1,437 -143 | -9% | -$2.94K | |||
| $29.5K | 0% | 491 +59 | +14% | +$3.54K | |||
| $29.5K | 0% | 1,189 -35 | -3% | -$867 | |||
| $29.3K | 0% | 136 +12 | +10% | +$2.59K | |||
| $29.3K | 0% | 121 -35 | -22% | -$8.48K | |||
| $29.2K | 0% | 262 | New | +$29.2K | |||
| $29.1K | 0% | 2,093 -90 | -4% | -$1.25K | |||
| $29.1K | 0% | 1,111 -1 | -0.1% | -$26 | |||
| $29K | 0% | 1,065 -28 | -3% | -$763 | |||
| $29K | 0% | 287 -12 | -4% | -$1.21K | |||
| $28.8K | 0% | 669 -29 | -4% | -$1.25K | |||
| $28.8K | 0% | 905 +143 | +19% | +$4.55K | |||
| $28.8K | 0% | 658 -103 | -14% | -$4.5K | |||
| $28.8K | 0% | 1,307 -251 | -16% | -$5.52K | |||
| $28.7K | 0% | 3,310 -1,849 | -36% | -$16K |
