SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.69%
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 8.52%
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
2026
$5.32K ﹤0.01%
85
-92
2027
$5.32K ﹤0.01%
175
-249
2028
$5.29K ﹤0.01%
1,001
+718
2029
$5.28K ﹤0.01%
94
-82
2030
$5.28K ﹤0.01%
120
+99
2031
$5.25K ﹤0.01%
345
-335
2032
$5.25K ﹤0.01%
248
-221
2033
$5.24K ﹤0.01%
834
+183
2034
$5.24K ﹤0.01%
+49
2035
$5.22K ﹤0.01%
427
-620
2036
$5.21K ﹤0.01%
105
2037
$5.18K ﹤0.01%
3,045
+3,011
2038
$5.17K ﹤0.01%
329
-617
2039
$5.16K ﹤0.01%
+62
2040
$5.15K ﹤0.01%
96
-215
2041
$5.14K ﹤0.01%
131
-74
2042
$5.12K ﹤0.01%
360
-536
2043
$5.1K ﹤0.01%
105
-101
2044
$5.08K ﹤0.01%
1,622
+78
2045
$5.07K ﹤0.01%
63
-8
2046
$5.07K ﹤0.01%
80
2047
$5.05K ﹤0.01%
+147
2048
$5.02K ﹤0.01%
153
-215
2049
$5K ﹤0.01%
102
-186
2050
$5K ﹤0.01%
184
-328