SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,013
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$3.73M
3 +$2.51M
4
NVDA icon
NVIDIA
NVDA
+$2.34M
5
AMZN icon
Amazon
AMZN
+$1.98M

Sector Composition

1 Technology 16.37%
2 Financials 8.53%
3 Consumer Discretionary 5.41%
4 Healthcare 5.31%
5 Communication Services 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.53M 0.13%
2,889
+239
177
$1.51M 0.13%
2,450
+837
178
$1.5M 0.13%
6,567
-434
179
$1.49M 0.13%
9,415
-1,992
180
$1.49M 0.13%
5,227
-682
181
$1.48M 0.13%
11,770
182
$1.47M 0.13%
+55,537
183
$1.47M 0.13%
21,676
-594
184
$1.45M 0.13%
30,101
-2,435
185
$1.44M 0.13%
17,021
-3,376
186
$1.43M 0.13%
15,427
+4,515
187
$1.42M 0.12%
24,108
+932
188
$1.41M 0.12%
1,583
-7
189
$1.41M 0.12%
39,827
-254
190
$1.41M 0.12%
15,350
+994
191
$1.4M 0.12%
15,537
-2,010
192
$1.4M 0.12%
11,637
+99
193
$1.39M 0.12%
5,030
-493
194
$1.39M 0.12%
6,206
-2,068
195
$1.39M 0.12%
6,386
-589
196
$1.38M 0.12%
5,558
-1,305
197
$1.36M 0.12%
10,102
+5,746
198
$1.35M 0.12%
25,567
+25,332
199
$1.33M 0.12%
7,691
-1,391
200
$1.31M 0.12%
26,640
+4,876