SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.53%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.93M 0.17%
10,509
-1,148
127
$1.92M 0.17%
14,437
-1,873
128
$1.92M 0.17%
+39,824
129
$1.89M 0.17%
18,989
+3,452
130
$1.87M 0.17%
12,955
-477
131
$1.87M 0.16%
17,530
-2,365
132
$1.86M 0.16%
110,973
-463
133
$1.85M 0.16%
23,265
-5,799
134
$1.84M 0.16%
18,959
-3,475
135
$1.83M 0.16%
43,323
+1,060
136
$1.82M 0.16%
9,862
-765
137
$1.82M 0.16%
4,313
+3,713
138
$1.8M 0.16%
8,820
+38
139
$1.76M 0.16%
35,084
+316
140
$1.76M 0.15%
32,385
-8,173
141
$1.76M 0.15%
40,775
+11,238
142
$1.76M 0.15%
36,069
+297
143
$1.76M 0.15%
14,631
+3,605
144
$1.75M 0.15%
16,078
+2,202
145
$1.74M 0.15%
2,190
+75
146
$1.74M 0.15%
5,633
-2,959
147
$1.74M 0.15%
4,508
-927
148
$1.74M 0.15%
4,514
-625
149
$1.73M 0.15%
6,805
-1,436
150
$1.73M 0.15%
14,139
-2,569