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
276
$265K 0.07%
+1,207
277
$262K 0.07%
+3,021
278
$261K 0.07%
+1,344
279
$260K 0.07%
+2,727
280
$259K 0.07%
+2,800
281
$256K 0.07%
+1,972
282
$256K 0.07%
+2,541
283
$256K 0.07%
+3,148
284
$256K 0.07%
+4,609
285
$253K 0.07%
+6,999
286
$253K 0.07%
+9,651
287
$252K 0.07%
+5,574
288
$251K 0.07%
+12,251
289
$244K 0.07%
+4,411
290
$242K 0.06%
+1,203
291
$241K 0.06%
+1,668
292
$240K 0.06%
+1,698
293
$240K 0.06%
+6,641
294
$240K 0.06%
+7,666
295
$235K 0.06%
+1,681
296
$234K 0.06%
+2,992
297
$233K 0.06%
+264
298
$230K 0.06%
+2,980
299
$230K 0.06%
+2,452
300
$229K 0.06%
+4,935
10 11
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