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 | |
|---|---|---|---|---|---|---|---|
| $12.2K | 0% | 144 +11 | +8% | +$930 | |||
| $12.1K | 0% | 346 -43 | -11% | -$1.51K | |||
| $12.1K | 0% | 354 +9 | +3% | +$308 | |||
| $12.1K | 0% | 216 -22 | -9% | -$1.23K | |||
| $12K | 0% | 820 | – | – | |||
| $12K | 0% | 1,503 -573 | -28% | -$4.58K | |||
| $12K | 0% | 319 +206 | +182% | +$7.76K | |||
| $12K | 0% | 493 -100 | -17% | -$2.43K | |||
| $12K | 0% | 190 +50 | +36% | +$3.15K | |||
| $12K | 0% | 311 -23 | -7% | -$885 | |||
| $12K | 0% | 481 | – | – | |||
| $11.9K | 0% | 473 -300 | -39% | -$7.54K | |||
| $11.8K | 0% | 1,105 -80 | -7% | -$856 | |||
| $11.8K | 0% | 255 +20 | +9% | +$924 | |||
| $11.8K | 0% | 523 +14 | +3% | +$315 | |||
| $11.8K | 0% | 150 -14 | -9% | -$1.1K | |||
| $11.8K | 0% | 790 +280 | +55% | +$4.17K | |||
| $11.7K | 0% | 374 +147 | +65% | +$4.61K | |||
| $11.7K | 0% | 559 +181 | +48% | +$3.79K | |||
| $11.6K | 0% | 313 | New | +$11.6K | |||
| $11.6K | 0% | 383 -1,116 | -74% | -$33.9K | |||
| $11.6K | 0% | 95 -77 | -45% | -$9.39K | |||
| $11.6K | 0% | 31 -14 | -31% | -$5.23K | |||
| $11.5K | 0% | 661 -181 | -22% | -$3.16K | |||
| $11.5K | 0% | 126 -21 | -14% | -$1.92K |
