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 | |
|---|---|---|---|---|---|---|---|
| $18.3K | 0% | 228 -2,424 | -91% | -$195K | |||
| $18.3K | 0% | 344 -27 | -7% | -$1.43K | |||
| $18.3K | 0% | 1,004 -131 | -12% | -$2.38K | |||
| $18.2K | 0% | 198 +133 | +205% | +$12.2K | |||
| $18.2K | 0% | 1,150 -2,273 | -66% | -$35.9K | |||
| $18.2K | 0% | 307 +23 | +8% | +$1.36K | |||
| $18.1K | 0% | 2,000 | – | – | |||
| $18.1K | 0% | 638 -441 | -41% | -$12.5K | |||
| $18.1K | 0% | 260 -138 | -35% | -$9.59K | |||
| $18.1K | 0% | 485 | – | – | |||
| $18K | 0% | 226 -39 | -15% | -$3.11K | |||
| $18K | 0% | 428 | – | – | |||
| $17.9K | 0% | 792 -284 | -26% | -$6.41K | |||
| $17.9K | 0% | 1,230 +98 | +9% | +$1.42K | |||
| $17.8K | 0% | 852 -151 | -15% | -$3.16K | |||
| $17.8K | 0% | 700 -143 | -17% | -$3.64K | |||
| $17.8K | 0% | 140 -59 | -30% | -$7.5K | |||
| $17.8K | 0% | 1,741 -467 | -21% | -$4.77K | |||
| $17.7K | 0% | 195 +18 | +10% | +$1.63K | |||
| $17.6K | 0% | 838 | – | – | |||
| $17.6K | 0% | 48 -27 | -36% | -$9.89K | |||
| $17.6K | 0% | 189 | – | – | |||
| $17.5K | 0% | 238 | – | – | |||
| $17.4K | 0% | 369 +8 | +2% | +$378 | |||
| $17.4K | 0% | 1,312 | – | – |
