SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
This Quarter Return
-1.36%
1 Year Return
+18.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
+$92.2M
Cap. Flow %
8.9%
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

1Technology16.57%
2Financials9.55%
3Healthcare7.05%
4Consumer Discretionary5.92%
5Industrials4.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$16.4K﹤0.01% 152
+4
+3%
+$433
$16.4K﹤0.01% 1,123
-16
-1%
-$234
$16.4K﹤0.01% 3,038
+25
+0.8%
+$135
$16.4K﹤0.01% 495
-198
-29%
-$6.55K
$16.3K﹤0.01% 258
+124
+93%
+$7.84K
$16.3K﹤0.01% 605
-222
-27%
-$5.98K
$16.3K﹤0.01% 49
+8
+20%
+$2.66K
$16.3K﹤0.01% 433
-180
-29%
-$6.76K
$16.3K﹤0.01% 1,849
+396
+27%
+$3.48K
$16.2K﹤0.01% 1,514
+148
+11%
+$1.59K
$16.2K﹤0.01% 170
-28
-14%
-$2.67K
$16.2K﹤0.01% 447
-508
-53%
-$18.4K
$16.2K﹤0.01% 446
-27
-6%
-$979
$16.2K﹤0.01% 329
-1
-0.3%
-$49
$16.1K﹤0.01%
+1,139
 New
+$16.1K
$16.1K﹤0.01% 567
-148
-21%
-$4.21K
$16.1K﹤0.01% 158––
$16.1K﹤0.01% 109
-51
-32%
-$7.52K
$16.1K﹤0.01% 661
-107
-14%
-$2.6K
$16K﹤0.01%
+128
 New
+$16K
$16K﹤0.01% 139
-12
-8%
-$1.38K
$16K﹤0.01% 925
-169
-15%
-$2.92K
$16K﹤0.01% 897
+482
+116%
+$8.57K
$16K﹤0.01% 561
-106
-16%
-$3.01K
$16K﹤0.01% 395
-189
-32%
-$7.63K
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