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 | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0% | 1,103 -577 | -34% | -$5.6K | |||
| $10.7K | 0% | 239 | New | +$10.7K | |||
| $10.6K | 0% | 640 -66 | -9% | -$1.1K | |||
| $10.6K | 0% | 323 -297 | -48% | -$9.79K | |||
| $10.6K | 0% | 1,589 +1,456 | +1,095% | +$9.73K | |||
| $10.5K | 0% | 355 | – | – | |||
| $10.5K | 0% | 184 -139 | -43% | -$7.97K | |||
| $10.5K | 0% | 698 -1,042 | -60% | -$15.7K | |||
| $10.5K | 0% | 695 -4,972 | -88% | -$75.3K | |||
| $10.5K | 0% | 570 -85 | -13% | -$1.57K | |||
| $10.5K | 0% | 178 -67 | -27% | -$3.95K | |||
| $10.5K | 0% | 241 -43 | -15% | -$1.87K | |||
| $10.4K | 0% | 986 +706 | +252% | +$7.46K | |||
| $10.4K | 0% | 418 -7 | -2% | -$174 | |||
| $10.4K | 0% | 701 +127 | +22% | +$1.88K | |||
| $10.4K | 0% | 206 -121 | -37% | -$6.09K | |||
| $10.3K | 0% | 189 -19 | -9% | -$1.04K | |||
| $10.3K | 0% | 212 -21,325 | -99% | -$1.04M | |||
| $10.3K | 0% | 372 +6 | +2% | +$167 | |||
| $10.3K | 0% | 314 -23 | -7% | -$756 | |||
| $10.3K | 0% | 724 -6,883 | -90% | -$98.1K | |||
| $10.3K | 0% | 265 | New | +$10.3K | |||
| $10.2K | 0% | 216 | New | +$10.2K | |||
| $10.2K | 0% | 934 -333 | -26% | -$3.63K | |||
| $10.2K | 0% | 218 -22 | -9% | -$1.03K |
