SAM
Smartleaf Asset Management Portfolio holdings
AUM $1.04B
AUM
$1.04B
AUM Growth
+$55.5M (+6%)
Cap. Flow
+$97.5M
Cap. Flow % of AUM
9.41%
Top 10 Holdings %Top 10 Hldgs %
18.73%
Holding
3,051
New
134
Increased
1,125
Reduced
1,278
Closed
187
Top Buys
| 1 | $5.67M | |
| 2 | $5.6M | |
| 3 | $5.48M | |
| 4 | $3.76M | |
| 5 | $3.15M |
Top Sells
| 1 | $4.7M | |
| 2 | $3.62M | |
| 3 | $1.32M | |
| 4 | $1.04M | |
| 5 | $1.04M |
Sector Composition
| 1 | Technology | 16.64% |
| 2 | Financials | 9.55% |
| 3 | Healthcare | 7.05% |
| 4 | Consumer Discretionary | 5.89% |
| 5 | Industrials | 4.92% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $5.18K | 0% | 448 +84 | +23% | +$972 | |||
| $5.13K | 0% | 755 -298 | -28% | -$2.03K | |||
| $5.13K | 0% | 319 +26 | +9% | +$418 | |||
| $5.12K | 0% | 492 -27 | -5% | -$281 | |||
| $5.11K | 0% | 209 -39 | -16% | -$954 | |||
| $5.11K | 0% | 67 +10 | +18% | +$763 | |||
| $5.11K | 0% | 121 -213 | -64% | -$8.99K | |||
| $5.09K | 0% | 322 +1 | +0.3% | +$16 | |||
| $5.07K | 0% | 171 +40 | +31% | +$1.19K | |||
| $5.05K | 0% | 129 -14 | -10% | -$548 | |||
| $5.03K | 0% | 151 -164 | -52% | -$5.47K | |||
| $5.02K | 0% | 103 +18 | +21% | +$878 | |||
| $4.98K | 0% | 224 -122 | -35% | -$2.71K | |||
| $4.97K | 0% | 314 +74 | +31% | +$1.17K | |||
| $4.96K | 0% | 401 +158 | +65% | +$1.95K | |||
| $4.96K | 0% | 96 | New | +$4.96K | |||
| $4.94K | 0% | 140 +14 | +11% | +$494 | |||
| $4.93K | 0% | 649 -252 | -28% | -$1.91K | |||
| $4.91K | 0% | 72 -77 | -52% | -$5.25K | |||
| $4.87K | 0% | 147 +133 | +950% | +$4.41K | |||
| $4.87K | 0% | 250 +17 | +7% | +$331 | |||
| $4.85K | 0% | 65 -25 | -28% | -$1.87K | |||
| $4.82K | 0% | 111 -57 | -34% | -$2.48K | |||
| $4.81K | 0% | 262 -333 | -56% | -$6.11K | |||
| $4.8K | 0% | 170 | – | – |
