SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.53%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$1.73M 0.15%
28,933
+22,833
152
$1.73M 0.15%
58,429
+297
153
$1.71M 0.15%
7,277
-935
154
$1.69M 0.15%
+124,051
155
$1.68M 0.15%
5,535
-580
156
$1.68M 0.15%
39,793
+12,856
157
$1.67M 0.15%
84,418
-1,377
158
$1.67M 0.15%
7,913
+1,141
159
$1.66M 0.15%
11,770
-1,323
160
$1.65M 0.15%
17,933
-2,361
161
$1.65M 0.15%
35,856
+745
162
$1.64M 0.14%
15,758
+9,571
163
$1.64M 0.14%
12,511
-976
164
$1.64M 0.14%
14,020
-698
165
$1.64M 0.14%
23,123
-3,978
166
$1.63M 0.14%
3,167
-335
167
$1.61M 0.14%
8,903
-1,614
168
$1.59M 0.14%
12,734
-3,272
169
$1.58M 0.14%
6,672
-2,609
170
$1.58M 0.14%
39,899
-2,975
171
$1.57M 0.14%
3,835
-1,521
172
$1.55M 0.14%
4,603
+1,534
173
$1.55M 0.14%
8,354
-974
174
$1.54M 0.14%
8,072
+1,377
175
$1.53M 0.14%
6,620
-2,108