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
$18.8K﹤0.01% 287
-65
-18%
-$4.27K
$18.8K﹤0.01% 117
-721
-86%
-$116K
$18.8K﹤0.01% 455
-108
-19%
-$4.47K
$18.8K﹤0.01% 808
+53
+7%
+$1.23K
$18.7K﹤0.01% 498
-188
-27%
-$7.08K
$18.7K﹤0.01%
+573
 New
+$18.7K
$18.6K﹤0.01% 323
-38
-11%
-$2.19K
$18.6K﹤0.01% 171
+32
+23%
+$3.48K
$18.6K﹤0.01% 262
+58
+28%
+$4.11K
$18.5K﹤0.01% 267
+42
+19%
+$2.91K
$18.5K﹤0.01% 334
-220
-40%
-$12.2K
$18.4K﹤0.01%
+2,317
 New
+$18.4K
$18.4K﹤0.01% 522
-59
-10%
-$2.08K
$18.4K﹤0.01% 640
-1,098
-63%
-$31.5K
$18.4K﹤0.01% 410––
$18.3K﹤0.01% 485––
$18.3K﹤0.01% 182
-142
-44%
-$14.3K
$18.3K﹤0.01% 827
+279
+51%
+$6.17K
$18.3K﹤0.01% 648
-31
-5%
-$873
$18.3K﹤0.01% 669
+650
+3,421%
+$17.7K
$18.2K﹤0.01% 303
-91
-23%
-$5.47K
$18K﹤0.01% 316
+274
+652%
+$15.6K
$17.9K﹤0.01% 187
+166
+790%
+$15.9K
$17.9K﹤0.01% 652
+611
+1,490%
+$16.8K
$17.9K﹤0.01% 428––
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