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 | 16.64% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 7.05% |
| 4 | Consumer Discretionary | 5.89% |
| 5 | Industrials | 4.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $13.4K | 0% | 566 -132 | -19% | -$3.13K | |||
| $13.4K | 0% | 204 | New | +$13.4K | |||
| $13.4K | 0% | 89 -5 | -5% | -$752 | |||
| $13.3K | 0% | 613 +145 | +31% | +$3.15K | |||
| $13.3K | 0% | 472 -1,209 | -72% | -$34.1K | |||
| $13.3K | 0% | 500 | – | – | |||
| $13.3K | 0% | 549 | New | +$13.3K | |||
| $13.2K | 0% | 385 -16 | -4% | -$550 | |||
| $13.2K | 0% | 328 -22 | -6% | -$888 | |||
| $13.2K | 0% | 42 -2 | -5% | -$630 | |||
| $13.2K | 0% | 142 -4 | -3% | -$372 | |||
| $13.2K | 0% | 149 -46 | -24% | -$4.08K | |||
| $13.2K | 0% | 578 -412 | -42% | -$9.42K | |||
| $13.2K | 0% | 80 | – | – | |||
| $13.2K | 0% | 970 -48 | -5% | -$652 | |||
| $13.2K | 0% | 289 | New | +$13.2K | |||
| $13.2K | 0% | 498 -4,325 | -90% | -$114K | |||
| $13.2K | 0% | 282 -26 | -8% | -$1.21K | |||
| $13.1K | 0% | 234 -84 | -26% | -$4.72K | |||
| $13.1K | 0% | 468 +48 | +11% | +$1.34K | |||
| $13K | 0% | 423 +34 | +9% | +$1.05K | |||
| $13K | 0% | 211 -41 | -16% | -$2.53K | |||
| $13K | 0% | 722 -548 | -43% | -$9.83K | |||
| $12.9K | 0% | 507 -86 | -15% | -$2.19K | |||
| $12.9K | 0% | 228 | – | – |
