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 | |
|---|---|---|---|---|---|---|---|
| $22.7K | 0% | 1,816 | – | – | |||
| $22.6K | 0% | 228 -2 | -0.9% | -$198 | |||
| $22.6K | 0% | 421 -14 | -3% | -$752 | |||
| $22.4K | 0% | 583 -121 | -17% | -$4.66K | |||
| $22.4K | 0% | 189 +7 | +4% | +$830 | |||
| $22.4K | 0% | 226 -26 | -10% | -$2.58K | |||
| $22.4K | 0% | 79 +21 | +36% | +$5.95K | |||
| $22.4K | 0% | 715 +279 | +64% | +$8.74K | |||
| $22.3K | 0% | 103 -22 | -18% | -$4.77K | |||
| $22.3K | 0% | 73 +6 | +9% | +$1.83K | |||
| $22.1K | 0% | 3,887 +1,247 | +47% | +$7.1K | |||
| $22.1K | 0% | 192 +68 | +55% | +$7.82K | |||
| $22K | 0% | 485 | New | +$22K | |||
| $22K | 0% | 167 +18 | +12% | +$2.37K | |||
| $22K | 0% | 98 -5 | -5% | -$1.12K | |||
| $21.9K | 0% | 311 -131 | -30% | -$9.22K | |||
| $21.9K | 0% | 289 | New | +$21.9K | |||
| $21.9K | 0% | 3,018 -801 | -21% | -$5.81K | |||
| $21.9K | 0% | 353 +11 | +3% | +$681 | |||
| $21.7K | 0% | 406 | – | – | |||
| $21.6K | 0% | 650 +475 | +271% | +$15.8K | |||
| $21.6K | 0% | 224 +13 | +6% | +$1.25K | |||
| $21.5K | 0% | 577 | – | – | |||
| $21.3K | 0% | 147 +10 | +7% | +$1.45K | |||
| $21.2K | 0% | 190 +59 | +45% | +$6.59K |
