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 | |
|---|---|---|---|---|---|---|---|
| $16.4K | 0% | 152 +4 | +3% | +$433 | |||
| $16.4K | 0% | 1,123 -16 | -1% | -$234 | |||
| $16.4K | 0% | 3,038 +25 | +0.8% | +$135 | |||
| $16.4K | 0% | 495 -198 | -29% | -$6.55K | |||
| $16.3K | 0% | 258 +124 | +93% | +$7.84K | |||
| $16.3K | 0% | 605 -222 | -27% | -$5.98K | |||
| $16.3K | 0% | 49 +8 | +20% | +$2.66K | |||
| $16.3K | 0% | 433 -180 | -29% | -$6.76K | |||
| $16.3K | 0% | 1,849 +396 | +27% | +$3.48K | |||
| $16.2K | 0% | 1,514 +148 | +11% | +$1.59K | |||
| $16.2K | 0% | 170 -28 | -14% | -$2.67K | |||
| $16.2K | 0% | 447 -508 | -53% | -$18.4K | |||
| $16.2K | 0% | 446 -27 | -6% | -$979 | |||
| $16.2K | 0% | 329 -1 | -0.3% | -$49 | |||
| $16.1K | 0% | 1,139 | New | +$16.1K | |||
| $16.1K | 0% | 567 -148 | -21% | -$4.21K | |||
| $16.1K | 0% | 158 | – | – | |||
| $16.1K | 0% | 109 -51 | -32% | -$7.52K | |||
| $16.1K | 0% | 661 -107 | -14% | -$2.6K | |||
| $16K | 0% | 128 | New | +$16K | |||
| $16K | 0% | 139 -12 | -8% | -$1.38K | |||
| $16K | 0% | 925 -169 | -15% | -$2.92K | |||
| $16K | 0% | 897 +482 | +116% | +$8.57K | |||
| $16K | 0% | 561 -106 | -16% | -$3.01K | |||
| $16K | 0% | 395 -189 | -32% | -$7.63K |
