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 | |
|---|---|---|---|---|---|---|---|
| $20.1K | 0% | 352 +17 | +5% | +$969 | |||
| $20.1K | 0% | 165 -46 | -22% | -$5.59K | |||
| $20K | 0% | 773 +64 | +9% | +$1.65K | |||
| $19.9K | 0% | 823 | – | – | |||
| $19.8K | 0% | 1,100 | – | – | |||
| $19.8K | 0% | 214 -12 | -5% | -$1.11K | |||
| $19.7K | 0% | 134 -29 | -18% | -$4.27K | |||
| $19.7K | 0% | 1,895 -111 | -6% | -$1.16K | |||
| $19.7K | 0% | 129 -52 | -29% | -$7.93K | |||
| $19.7K | 0% | 261 -38 | -13% | -$2.86K | |||
| $19.6K | 0% | 1,837 -617 | -25% | -$6.6K | |||
| $19.6K | 0% | 264 +160 | +154% | +$11.9K | |||
| $19.6K | 0% | 372 | New | +$19.6K | |||
| $19.6K | 0% | 340 -162 | -32% | -$9.32K | |||
| $19.4K | 0% | 450 +157 | +54% | +$6.78K | |||
| $19.4K | 0% | 1,008 -767 | -43% | -$14.8K | |||
| $19.4K | 0% | 1,047 -117 | -10% | -$2.17K | |||
| $19.4K | 0% | 316 -2 | -0.6% | -$123 | |||
| $19.4K | 0% | 187 +19 | +11% | +$1.97K | |||
| $19.4K | 0% | 679 -13 | -2% | -$371 | |||
| $19.3K | 0% | 412 | New | +$19.3K | |||
| $19.2K | 0% | 402 | – | – | |||
| $19.2K | 0% | 777 -68 | -8% | -$1.68K | |||
| $19.2K | 0% | 154 +34 | +28% | +$4.23K | |||
| $19.2K | 0% | 1,301 | New | +$19.2K |
