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
1751
$10.1K ﹤0.01%
929
+201
1752
$10.1K ﹤0.01%
383
+197
1753
$10.1K ﹤0.01%
152
+139
1754
$10.1K ﹤0.01%
540
+348
1755
$10.1K ﹤0.01%
128
+13
1756
$10.1K ﹤0.01%
944
+44
1757
$10.1K ﹤0.01%
962
+259
1758
$10K ﹤0.01%
584
+471
1759
$10K ﹤0.01%
380
+248
1760
$9.94K ﹤0.01%
575
+224
1761
$9.91K ﹤0.01%
257
+206
1762
$9.9K ﹤0.01%
738
+63
1763
$9.9K ﹤0.01%
776
+58
1764
$9.88K ﹤0.01%
319
-113
1765
$9.86K ﹤0.01%
224
+94
1766
$9.82K ﹤0.01%
262
+46
1767
$9.82K ﹤0.01%
380
+29
1768
$9.8K ﹤0.01%
986
+95
1769
$9.8K ﹤0.01%
284
+104
1770
$9.78K ﹤0.01%
110
+81
1771
$9.78K ﹤0.01%
100
1772
$9.74K ﹤0.01%
136
+72
1773
$9.72K ﹤0.01%
210
+134
1774
$9.68K ﹤0.01%
397
+389
1775
$9.67K ﹤0.01%
125
+66