SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
This Quarter Return
+10.38%
1 Year Return
+18.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
+$14.1M
Cap. Flow %
1.24%
Top 10 Hldgs %
19.09%
Holding
3,013
New
152
Increased
795
Reduced
1,593
Closed
299

Top Buys

1
$6.21M
2
$4.31M
3
$3.01M
4
$2.97M
5
$2.75M

Top Sells

1
$4.41M
2
$4.26M
3
$2.93M
4
$2.59M
5
$2.23M

Sector Composition

1Technology16.38%
2Financials8.52%
3Consumer Discretionary5.41%
4Healthcare5.31%
5Communication Services4.68%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$27.3K﹤0.01% 386
-56
-13%
-$3.97K
$27.3K﹤0.01% 237
+24
+11%
+$2.76K
$27.2K﹤0.01% 1,042
+350
+51%
+$9.15K
$27.2K﹤0.01% 635
-474
-43%
-$20.3K
$27.1K﹤0.01% 869
-288
-25%
-$8.97K
$27.1K﹤0.01% 555
+343
+162%
+$16.7K
$27K﹤0.01% 1,184
-638
-35%
-$14.5K
$27K﹤0.01% 241
+43
+22%
+$4.81K
$26.9K﹤0.01% 414
-313
-43%
-$20.3K
$26.9K﹤0.01% 308
-349
-53%
-$30.5K
$26.9K﹤0.01% 366
-304
-45%
-$22.3K
$26.8K﹤0.01% 565
+221
+64%
+$10.5K
$26.8K﹤0.01% 903
-151
-14%
-$4.48K
$26.6K﹤0.01% 565
-93
-14%
-$4.39K
$26.5K﹤0.01% 1,683
+231
+16%
+$3.64K
$26.4K﹤0.01% 322
-250
-44%
-$20.5K
$26.4K﹤0.01% 320
+6
+2%
+$495
$26.4K﹤0.01%
+492
 New
+$26.4K
$26.3K﹤0.01% 524
-94
-15%
-$4.72K
$26.2K﹤0.01% 3,887––
$26.2K﹤0.01% 70
-56
-44%
-$21K
$26.2K﹤0.01% 512
-646
-56%
-$33.1K
$26K﹤0.01% 1,224
-132
-10%
-$2.81K
$25.8K﹤0.01% 789
-518
-40%
-$16.9K
$25.7K﹤0.01% 1,640
-1,735
-51%
-$27.2K
1 5657585960121