SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$824M
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,025
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.44%
2 Financials 8.24%
3 Healthcare 7.29%
4 Consumer Discretionary 5.93%
5 Industrials 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$11K ﹤0.01%
222
+141
1702
$11K ﹤0.01%
+109
1703
$10.9K ﹤0.01%
570
+328
1704
$10.9K ﹤0.01%
900
-204
1705
$10.9K ﹤0.01%
479
+432
1706
$10.8K ﹤0.01%
377
+290
1707
$10.8K ﹤0.01%
52
+33
1708
$10.8K ﹤0.01%
534
+18
1709
$10.8K ﹤0.01%
690
+117
1710
$10.8K ﹤0.01%
787
-81
1711
$10.8K ﹤0.01%
383
+5
1712
$10.7K ﹤0.01%
137
+82
1713
$10.7K ﹤0.01%
222
+122
1714
$10.6K ﹤0.01%
+184
1715
$10.6K ﹤0.01%
377
+317
1716
$10.6K ﹤0.01%
536
+265
1717
$10.6K ﹤0.01%
456
+99
1718
$10.6K ﹤0.01%
788
+618
1719
$10.6K ﹤0.01%
854
+257
1720
$10.5K ﹤0.01%
283
+73
1721
$10.5K ﹤0.01%
54
+51
1722
$10.5K ﹤0.01%
31
+13
1723
$10.5K ﹤0.01%
19
+18
1724
$10.5K ﹤0.01%
288
+167
1725
$10.5K ﹤0.01%
263
+46