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
$10.7K﹤0.01% 1,103
-577
-34%
-$5.6K
$10.7K﹤0.01%
+239
 New
+$10.7K
$10.6K﹤0.01% 640
-66
-9%
-$1.1K
$10.6K﹤0.01% 323
-297
-48%
-$9.79K
$10.6K﹤0.01% 1,589
+1,456
+1,095%
+$9.73K
$10.5K﹤0.01% 355––
$10.5K﹤0.01% 184
-139
-43%
-$7.97K
$10.5K﹤0.01% 698
-1,042
-60%
-$15.7K
$10.5K﹤0.01% 695
-4,972
-88%
-$75.3K
$10.5K﹤0.01% 570
-85
-13%
-$1.57K
$10.5K﹤0.01% 178
-67
-27%
-$3.95K
$10.5K﹤0.01% 241
-43
-15%
-$1.87K
$10.4K﹤0.01% 986
+706
+252%
+$7.46K
$10.4K﹤0.01% 418
-7
-2%
-$174
$10.4K﹤0.01% 701
+127
+22%
+$1.88K
$10.4K﹤0.01% 206
-121
-37%
-$6.09K
$10.3K﹤0.01% 189
-19
-9%
-$1.04K
$10.3K﹤0.01% 212
-21,325
-99%
-$1.04M
$10.3K﹤0.01% 372
+6
+2%
+$167
$10.3K﹤0.01% 314
-23
-7%
-$756
$10.3K﹤0.01% 724
-6,883
-90%
-$98.1K
$10.3K﹤0.01%
+265
 New
+$10.3K
$10.2K﹤0.01%
+216
 New
+$10.2K
$10.2K﹤0.01% 934
-333
-26%
-$3.63K
$10.2K﹤0.01% 218
-22
-9%
-$1.03K
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