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 | |
|---|---|---|---|---|---|---|---|
| $12.9K | 0% | 108 +40 | +59% | +$4.77K | |||
| $12.9K | 0% | 2,356 +913 | +63% | +$4.99K | |||
| $12.8K | 0% | 65 -16 | -20% | -$3.15K | |||
| $12.8K | 0% | 213 +66 | +45% | +$3.95K | |||
| $12.7K | 0% | 119 +2 | +2% | +$214 | |||
| $12.7K | 0% | 151 -25 | -14% | -$2.11K | |||
| $12.7K | 0% | 995 +59 | +6% | +$754 | |||
| $12.7K | 0% | 646 +176 | +37% | +$3.46K | |||
| $12.7K | 0% | 366 +7 | +2% | +$243 | |||
| $12.7K | 0% | 166 -99 | -37% | -$7.57K | |||
| $12.7K | 0% | 339 -149 | -31% | -$5.57K | |||
| $12.6K | 0% | 1,713 -1,270 | -43% | -$9.37K | |||
| $12.6K | 0% | 453 | – | – | |||
| $12.5K | 0% | 621 +293 | +89% | +$5.92K | |||
| $12.5K | 0% | 332 -368 | -53% | -$13.8K | |||
| $12.5K | 0% | 355 +98 | +38% | +$3.44K | |||
| $12.4K | 0% | 125 -28 | -18% | -$2.79K | |||
| $12.4K | 0% | 216 | – | – | |||
| $12.4K | 0% | 1,355 -499 | -27% | -$4.56K | |||
| $12.3K | 0% | 194 -227 | -54% | -$14.4K | |||
| $12.3K | 0% | 445 -157 | -26% | -$4.34K | |||
| $12.3K | 0% | 235 -422 | -64% | -$22.1K | |||
| $12.2K | 0% | 918 -647 | -41% | -$8.63K | |||
| $12.2K | 0% | 205 +14 | +7% | +$833 | |||
| $12.2K | 0% | 896 | – | – |
