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 | |
|---|---|---|---|---|---|---|---|
| $2.86K | 0% | 95 | New | +$2.86K | |||
| $2.86K | 0% | 307 -27 | -8% | -$251 | |||
| $2.85K | 0% | 78 -10 | -11% | -$365 | |||
| $2.85K | 0% | 66 -117 | -64% | -$5.04K | |||
| $2.84K | 0% | 90 +7 | +8% | +$221 | |||
| $2.82K | 0% | 390 +43 | +12% | +$310 | |||
| $2.79K | 0% | 254 -65 | -20% | -$714 | |||
| $2.79K | 0% | 1,128 +882 | +359% | +$2.18K | |||
| $2.78K | 0% | 44 -78 | -64% | -$4.93K | |||
| $2.74K | 0% | 76 -5,740 | -99% | -$207K | |||
| $2.73K | 0% | 76 -116 | -60% | -$4.17K | |||
| $2.73K | 0% | 34 +10 | +42% | +$803 | |||
| $2.73K | 0% | 25 | – | – | |||
| $2.72K | 0% | 61 -9 | -13% | -$401 | |||
| $2.72K | 0% | 38 -21 | -36% | -$1.5K | |||
| $2.69K | 0% | 65 | – | – | |||
| $2.69K | 0% | 49 -68 | -58% | -$3.73K | |||
| $2.69K | 0% | 93 -35 | -27% | -$1.01K | |||
| $2.68K | 0% | 209 -384 | -65% | -$4.92K | |||
| $2.65K | 0% | 82 -36 | -31% | -$1.16K | |||
| $2.64K | 0% | 699 -378 | -35% | -$1.43K | |||
| $2.62K | 0% | 128 -41 | -24% | -$841 | |||
| $2.61K | 0% | 215 -513 | -70% | -$6.23K | |||
| $2.6K | 0% | 76 -141 | -65% | -$4.83K | |||
| $2.6K | 0% | 52 | New | +$2.6K |
