We are live on ! Find out more
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
$1.62B
AUM Growth
+$481M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,081
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.67%
2 Financials 8.44%
3 Consumer Discretionary 5.63%
4 Healthcare 5.16%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$12.2K ﹤0.01%
180
2027
$12.2K ﹤0.01%
+147
2028
$12.2K ﹤0.01%
443
+10
2029
$12.2K ﹤0.01%
303
+121
2030
$12.1K ﹤0.01%
571
+566
2031
$12K ﹤0.01%
220
+145
2032
$12K ﹤0.01%
126
+65
2033
$12K ﹤0.01%
287
+188
2034
$12K ﹤0.01%
619
+296
2035
$12K ﹤0.01%
1,009
+821
2036
$11.9K ﹤0.01%
304
+18
2037
$11.9K ﹤0.01%
481
2038
$11.9K ﹤0.01%
380
+23
2039
$11.9K ﹤0.01%
2,864
+1,772
2040
$11.9K ﹤0.01%
187
2041
$11.9K ﹤0.01%
+464
2042
$11.8K ﹤0.01%
1,500
2043
$11.8K ﹤0.01%
101
2044
$11.8K ﹤0.01%
302
+158
2045
$11.8K ﹤0.01%
698
+397
2046
$11.8K ﹤0.01%
991
+564
2047
$11.8K ﹤0.01%
527
-219
2048
$11.7K ﹤0.01%
7
2049
$11.7K ﹤0.01%
368
-7
2050
$11.7K ﹤0.01%
581
+313