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 | |
|---|---|---|---|---|---|---|---|
| $17.3K | 0% | 433 | – | – | |||
| $17.3K | 0% | 410 -29 | -7% | -$1.22K | |||
| $17.3K | 0% | 70 -4 | -5% | -$988 | |||
| $17.1K | 0% | 1,078 -26 | -2% | -$413 | |||
| $17.1K | 0% | 301 +54 | +22% | +$3.07K | |||
| $17.1K | 0% | 3,963 +2,447 | +161% | +$10.5K | |||
| $17K | 0% | 1,305 -276 | -17% | -$3.6K | |||
| $17K | 0% | 331 +29 | +10% | +$1.49K | |||
| $16.9K | 0% | 692 -16 | -2% | -$392 | |||
| $16.9K | 0% | 222 -41 | -16% | -$3.12K | |||
| $16.9K | 0% | 369 | New | +$16.9K | |||
| $16.8K | 0% | 887 -50 | -5% | -$948 | |||
| $16.8K | 0% | 162 -1 | -0.6% | -$104 | |||
| $16.8K | 0% | 50 +2 | +4% | +$672 | |||
| $16.8K | 0% | 983 -295 | -23% | -$5.03K | |||
| $16.7K | 0% | 481 -53 | -10% | -$1.84K | |||
| $16.7K | 0% | 177 -40 | -18% | -$3.76K | |||
| $16.6K | 0% | 131 -35 | -21% | -$4.45K | |||
| $16.6K | 0% | 388 -170 | -30% | -$7.28K | |||
| $16.6K | 0% | 636 -82 | -11% | -$2.14K | |||
| $16.6K | 0% | 228 -46 | -17% | -$3.35K | |||
| $16.5K | 0% | 1,432 +580 | +68% | +$6.69K | |||
| $16.5K | 0% | 857 -784 | -48% | -$15.1K | |||
| $16.5K | 0% | 318 +22 | +7% | +$1.14K | |||
| $16.5K | 0% | 735 -1,012 | -58% | -$22.7K |
