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
$23.8K﹤0.01% 2,399
-515
-18%
-$5.1K
$23.8K﹤0.01% 252
-95
-27%
-$8.96K
$23.7K﹤0.01% 536
-81
-13%
-$3.58K
$23.7K﹤0.01% 108
+5
+5%
+$1.1K
$23.7K﹤0.01% 1,250
+242
+24%
+$4.58K
$23.6K﹤0.01% 963
-712
-43%
-$17.4K
$23.6K﹤0.01% 240
+96
+67%
+$9.43K
$23.5K﹤0.01% 206
-113
-35%
-$12.9K
$23.5K﹤0.01% 232
-158
-41%
-$16K
$23.5K﹤0.01% 765
+729
+2,025%
+$22.4K
$23.4K﹤0.01% 791
-351
-31%
-$10.4K
$23.2K﹤0.01% 1,777
-1,278
-42%
-$16.7K
$23.2K﹤0.01% 143
-294
-67%
-$47.7K
$23.1K﹤0.01% 2,578
-883
-26%
-$7.91K
$23.1K﹤0.01% 1,132
+161
+17%
+$3.28K
$23.1K﹤0.01% 1,100––
$23K﹤0.01% 746
+53
+8%
+$1.64K
$23K﹤0.01% 559
-352
-39%
-$14.5K
$23K﹤0.01% 165––
$23K﹤0.01% 137
+8
+6%
+$1.34K
$22.9K﹤0.01% 346
-150
-30%
-$9.91K
$22.8K﹤0.01% 2,128
-254
-11%
-$2.73K
$22.7K﹤0.01% 135
+1
+0.8%
+$168
$22.7K﹤0.01% 3,607
-3,446
-49%
-$21.6K
$22.6K﹤0.01% 5,327
+2,174
+69%
+$9.24K
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