SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.04B
This Quarter Return
-1.36%
1 Year Return
+10.05%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
+$92.2M
Cap. Flow %
8.9%
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

1Technology16.57%
2Financials9.55%
3Healthcare7.05%
4Consumer Discretionary5.92%
5Industrials4.92%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.64K﹤0.01% 597
+88
+17%
+$536
$3.64K﹤0.01% 416
-162
-28%
-$1.42K
$3.62K﹤0.01% 68
-13
-16%
-$692
$3.62K﹤0.01% 456
+426
+1,420%
+$3.38K
$3.61K﹤0.01% 89
-20
-18%
-$812
$3.61K﹤0.01% 150
+104
+226%
+$2.5K
$3.61K﹤0.01% 178
-23
-11%
-$466
$3.59K﹤0.01%
+45
 New
+$3.59K
$3.59K﹤0.01% 254
-128
-34%
-$1.81K
$3.59K﹤0.01%
+124
 New
+$3.59K
$3.58K﹤0.01% 737
+268
+57%
+$1.3K
$3.57K﹤0.01% 671
+43
+7%
+$229
$3.56K﹤0.01% 723
+641
+782%
+$3.16K
$3.56K﹤0.01% 161
+128
+388%
+$2.83K
$3.55K﹤0.01% 97
+87
+870%
+$3.18K
$3.55K﹤0.01%
+141
 New
+$3.55K
$3.53K﹤0.01%
+112
 New
+$3.53K
$3.52K﹤0.01% 23
-77
-77%
-$11.8K
$3.5K﹤0.01% 118––
$3.49K﹤0.01% 155
+130
+520%
+$2.93K
$3.48K﹤0.01% 1,342
+695
+107%
+$1.8K
$3.47K﹤0.01% 49
-114
-70%
-$8.07K
$3.46K﹤0.01% 24
-5
-17%
-$721
$3.46K﹤0.01%
+800
 New
+$3.46K
$3.44K﹤0.01% 239––
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