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
$25.6K﹤0.01%
+723
 New
+$25.6K
$25.5K﹤0.01% 265
-113
-30%
-$10.9K
$25.5K﹤0.01% 202
-125
-38%
-$15.8K
$25.4K﹤0.01% 720
-345
-32%
-$12.2K
$25.4K﹤0.01% 2,006
+1,024
+104%
+$13K
$25.3K﹤0.01% 388
-69
-15%
-$4.5K
$25.3K﹤0.01% 1,014
-854
-46%
-$21.3K
$25.2K﹤0.01% 800
-15
-2%
-$472
$25.1K﹤0.01% 200
-206
-51%
-$25.8K
$25K﹤0.01% 548
-65
-11%
-$2.96K
$24.9K﹤0.01% 237
-302
-56%
-$31.8K
$24.9K﹤0.01% 557
-31
-5%
-$1.39K
$24.9K﹤0.01% 402
-73
-15%
-$4.51K
$24.8K﹤0.01% 1,824
-258
-12%
-$3.51K
$24.8K﹤0.01% 2,226
-875
-28%
-$9.74K
$24.8K﹤0.01% 1,747
+435
+33%
+$6.16K
$24.8K﹤0.01% 272
-118
-30%
-$10.7K
$24.7K﹤0.01% 1,310
-704
-35%
-$13.3K
$24.6K﹤0.01%
+2,759
 New
+$24.6K
$24.3K﹤0.01% 1,638
+720
+78%
+$10.7K
$24.3K﹤0.01% 2,255
-258
-10%
-$2.78K
$24.1K﹤0.01% 634
-511
-45%
-$19.4K
$24K﹤0.01% 957
-154
-14%
-$3.86K
$23.9K﹤0.01% 182
+123
+208%
+$16.2K
$23.9K﹤0.01% 1,472
-796
-35%
-$12.9K
1 5758596061121