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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
1876
0
1877
-28
1878
-8,696
1879
-320
1880
-170
1881
-50
1882
-717
1883
-44
1884
-67
1885
-12
1886
-100
1887
-43
1888
-10,095
1889
-8,487
1890
-7