SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1 +$5.67M
2 +$5.6M
3 +$5.48M
4
WTV icon
WisdomTree US Value Fund
WTV
+$3.76M
5
BND icon
Vanguard Total Bond Market
BND
+$3.15M

Sector Composition

1 Technology 16.57%
2 Financials 9.55%
3 Healthcare 7.06%
4 Consumer Discretionary 5.92%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LYFT icon
2176
Lyft
LYFT
$8.27B
$5.18K ﹤0.01%
448
+84
COUR icon
2177
Coursera
COUR
$1.34B
$5.13K ﹤0.01%
755
-298
CBAN icon
2178
Colony Bankcorp
CBAN
$283M
$5.13K ﹤0.01%
319
+26
LC icon
2179
LendingClub
LC
$2.15B
$5.12K ﹤0.01%
492
-27
CWCO icon
2180
Consolidated Water Co
CWCO
$552M
$5.11K ﹤0.01%
209
-39
DTD icon
2181
WisdomTree US Total Dividend Fund
DTD
$1.46B
$5.11K ﹤0.01%
67
+10
FMC icon
2182
FMC
FMC
$1.68B
$5.11K ﹤0.01%
121
-213
HUN icon
2183
Huntsman Corp
HUN
$1.34B
$5.09K ﹤0.01%
322
+1
KYMR icon
2184
Kymera Therapeutics
KYMR
$4.24B
$5.07K ﹤0.01%
171
+40
LIVN icon
2185
LivaNova
LIVN
$2.89B
$5.05K ﹤0.01%
129
-14
WF icon
2186
Woori Financial
WF
$13.3B
$5.03K ﹤0.01%
151
-164
FLS icon
2187
Flowserve
FLS
$9.18B
$5.02K ﹤0.01%
103
+18
BEAM icon
2188
Beam Therapeutics
BEAM
$2.3B
$4.97K ﹤0.01%
224
-122
NTST
2189
NETSTREIT Corp
NTST
$1.53B
$4.97K ﹤0.01%
314
+74
ZYME icon
2190
Zymeworks
ZYME
$1.37B
$4.96K ﹤0.01%
401
+158
EWW icon
2191
iShares MSCI Mexico ETF
EWW
$2.02B
$4.96K ﹤0.01%
+96
GRC icon
2192
Gorman-Rupp
GRC
$1.18B
$4.94K ﹤0.01%
140
+14
KRO icon
2193
KRONOS Worldwide
KRO
$536M
$4.92K ﹤0.01%
649
-252
MMS icon
2194
Maximus
MMS
$4.7B
$4.91K ﹤0.01%
72
-77
INSW icon
2195
International Seaways
INSW
$2.43B
$4.87K ﹤0.01%
147
+133
CIVB icon
2196
Civista Bancshares
CIVB
$417M
$4.87K ﹤0.01%
250
+17
CAR icon
2197
Avis
CAR
$4.78B
$4.85K ﹤0.01%
65
-25
TDW icon
2198
Tidewater
TDW
$2.56B
$4.82K ﹤0.01%
111
-57
AMKR icon
2199
Amkor Technology
AMKR
$9.02B
$4.8K ﹤0.01%
262
-333
BSRR icon
2200
Sierra Bancorp
BSRR
$398M
$4.8K ﹤0.01%
170