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
$374M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,255
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.5M
3
+$9.08M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$6.57M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 11.23%
2 Financials 6.96%
3 Healthcare 5.86%
4 Industrials 4.27%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$290K 0.08%
+8,491
252
$290K 0.08%
+938
253
$290K 0.08%
+1,381
254
$288K 0.08%
+3,586
255
$286K 0.08%
+2,632
256
$281K 0.08%
+4,693
257
$281K 0.08%
+1,734
258
$280K 0.08%
+195
259
$280K 0.07%
+6,507
260
$275K 0.07%
+4,094
261
$275K 0.07%
+5,961
262
$275K 0.07%
+3,995
263
$275K 0.07%
+6,548
264
$275K 0.07%
+5,402
265
$274K 0.07%
+4,621
266
$274K 0.07%
+2,318
267
$273K 0.07%
+1,248
268
$272K 0.07%
+1,164
269
$272K 0.07%
+2,717
270
$271K 0.07%
+1,958
271
$271K 0.07%
+2,966
272
$270K 0.07%
+8,078
273
$268K 0.07%
+692
274
$267K 0.07%
+2,188
275
$267K 0.07%
+12,880
9 10
11
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