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
$17.8K﹤0.01%
+891
 New
+$17.8K
$17.8K﹤0.01% 863
+25
+3%
+$517
$17.7K﹤0.01% 90
-48
-35%
-$9.45K
$17.7K﹤0.01% 289
+79
+38%
+$4.84K
$17.6K﹤0.01% 526
-124
-19%
-$4.16K
$17.6K﹤0.01% 121
-120
-50%
-$17.4K
$17.6K﹤0.01% 98
-70
-42%
-$12.6K
$17.5K﹤0.01% 169
-22
-12%
-$2.27K
$17.4K﹤0.01% 95
-57
-38%
-$10.4K
$17.4K﹤0.01% 2,864
-2,112
-42%
-$12.8K
$17.4K﹤0.01% 129
+21
+19%
+$2.83K
$17.4K﹤0.01% 1,079
+825
+325%
+$13.3K
$17.3K﹤0.01% 257
-276
-52%
-$18.6K
$17.3K﹤0.01% 453
+289
+176%
+$11K
$17.3K﹤0.01% 1,090
-1,320
-55%
-$20.9K
$17K﹤0.01% 2,034
+80
+4%
+$670
$17K﹤0.01% 917
+65
+8%
+$1.21K
$17K﹤0.01% 365
-405
-53%
-$18.8K
$16.9K﹤0.01% 682
-110
-14%
-$2.73K
$16.8K﹤0.01%
+2,539
 New
+$16.8K
$16.8K﹤0.01% 850––
$16.8K﹤0.01%
+679
 New
+$16.8K
$16.8K﹤0.01% 897
-262
-23%
-$4.9K
$16.6K﹤0.01% 401
-314
-44%
-$13K
$16.6K﹤0.01% 450
-1,033
-70%
-$38.1K
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