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SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,890
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$5.39M
3 +$4.73M
4
MSFT icon
Microsoft
MSFT
+$4.43M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.37M

Sector Composition

1 Technology 13.32%
2 Financials 6.96%
3 Healthcare 6.33%
4 Consumer Discretionary 5.09%
5 Industrials 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
$23 ﹤0.01%
5
1852
$19 ﹤0.01%
+1
1853
0
1854
$12 ﹤0.01%
1
1855
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1856
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1857
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1858
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1859
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1860
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1861
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1862
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1863
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1865
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1866
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1867
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1868
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1869
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1870
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1871
-2,490
1872
-1,057
1873
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1874
0
1875
-155