SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.04B
This Quarter Return
-1.36%
1 Year Return
+10.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
+$92.2M
Cap. Flow %
8.9%
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

1Technology16.57%
2Financials9.55%
3Healthcare7.05%
4Consumer Discretionary5.92%
5Industrials4.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$11.5K﹤0.01% 1,055
-540
-34%
-$5.89K
$11.5K﹤0.01% 124
-41
-25%
-$3.8K
$11.5K﹤0.01% 416
+29
+7%
+$800
$11.4K﹤0.01% 566
-109
-16%
-$2.2K
$11.4K﹤0.01%
+400
 New
+$11.4K
$11.3K﹤0.01% 288
-291
-50%
-$11.4K
$11.3K﹤0.01% 434
+89
+26%
+$2.31K
$11.2K﹤0.01% 323
-19
-6%
-$660
$11.2K﹤0.01% 560
-20
-3%
-$401
$11.2K﹤0.01% 910
-306
-25%
-$3.76K
$11.1K﹤0.01% 680
-143
-17%
-$2.33K
$11.1K﹤0.01% 55
-133
-71%
-$26.7K
$11K﹤0.01% 307
-68
-18%
-$2.44K
$11K﹤0.01% 856
+203
+31%
+$2.61K
$11K﹤0.01% 274
+1
+0.4%
+$40
$11K﹤0.01% 250––
$10.9K﹤0.01%
+156
 New
+$10.9K
$10.9K﹤0.01% 101––
$10.9K﹤0.01% 182––
$10.9K﹤0.01% 570
+313
+122%
+$5.99K
$10.9K﹤0.01% 1,283––
$10.9K﹤0.01% 352
-80
-19%
-$2.47K
$10.9K﹤0.01% 381––
$10.8K﹤0.01%
+242
 New
+$10.8K
$10.7K﹤0.01% 478
+148
+45%
+$3.32K
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