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
2051
$5K ﹤0.01%
531
-8,790
2052
$4.99K ﹤0.01%
18
-61
2053
$4.99K ﹤0.01%
58
+13
2054
$4.98K ﹤0.01%
98
-772
2055
$4.97K ﹤0.01%
268
-832
2056
$4.97K ﹤0.01%
209
-427
2057
$4.95K ﹤0.01%
128
-267
2058
$4.94K ﹤0.01%
162
-221
2059
$4.92K ﹤0.01%
436
-669
2060
$4.91K ﹤0.01%
112
-106
2061
$4.91K ﹤0.01%
109
-117
2062
$4.91K ﹤0.01%
224
+18
2063
$4.9K ﹤0.01%
70
-2
2064
$4.89K ﹤0.01%
126
+8
2065
$4.88K ﹤0.01%
+166
2066
$4.88K ﹤0.01%
107
2067
$4.87K ﹤0.01%
109
-361
2068
$4.85K ﹤0.01%
1,525
-6,069
2069
$4.85K ﹤0.01%
301
-228
2070
$4.8K ﹤0.01%
126
-59
2071
$4.79K ﹤0.01%
75
-122
2072
$4.78K ﹤0.01%
206
-488
2073
$4.77K ﹤0.01%
97
2074
$4.76K ﹤0.01%
543
+249
2075
$4.75K ﹤0.01%
153
-279