SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.64B
1-Year Est. Return 20.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.68%
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 8.53%
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
201
$1.31M 0.12%
2,394
+515
202
$1.3M 0.11%
28,964
+412
203
$1.29M 0.11%
4,817
+679
204
$1.28M 0.11%
4,662
+178
205
$1.27M 0.11%
5,556
-1,869
206
$1.26M 0.11%
12,951
-2,973
207
$1.26M 0.11%
6,357
-1,787
208
$1.25M 0.11%
29,389
+22,331
209
$1.24M 0.11%
47,027
-472
210
$1.24M 0.11%
22,901
+819
211
$1.23M 0.11%
53,505
+9,093
212
$1.22M 0.11%
13,592
-2,181
213
$1.22M 0.11%
14,170
-2,280
214
$1.2M 0.11%
21,626
+13,872
215
$1.2M 0.11%
28,546
-509
216
$1.2M 0.11%
26,022
+2,127
217
$1.19M 0.11%
3,728
+161
218
$1.19M 0.1%
14,784
+302
219
$1.18M 0.1%
5,436
+354
220
$1.17M 0.1%
22,020
+1,738
221
$1.17M 0.1%
5,637
+571
222
$1.17M 0.1%
3,574
-98
223
$1.16M 0.1%
39,821
+8,798
224
$1.15M 0.1%
52,084
+26,565
225
$1.15M 0.1%
4,192
-313