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
2151
$3.59K ﹤0.01%
356
-540
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$3.59K ﹤0.01%
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2153
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2157
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-769
2158
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2159
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90
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$3.51K ﹤0.01%
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-11
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$3.47K ﹤0.01%
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$3.45K ﹤0.01%
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+33
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$3.45K ﹤0.01%
339
-971
2167
$3.43K ﹤0.01%
+79
2168
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+100
2169
$3.38K ﹤0.01%
78
2170
$3.38K ﹤0.01%
284
+177
2171
$3.38K ﹤0.01%
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2172
$3.38K ﹤0.01%
90
-55
2173
$3.38K ﹤0.01%
1,111
-1,717
2174
$3.37K ﹤0.01%
355
-748
2175
$3.36K ﹤0.01%
78
-262