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
301
$225K 0.06%
+5,565
302
$223K 0.06%
+158
303
$221K 0.06%
+3,821
304
$221K 0.06%
+710
305
$220K 0.06%
+3,257
306
$218K 0.06%
+1,156
307
$217K 0.06%
+4,895
308
$215K 0.06%
+1,181
309
$209K 0.06%
+463
310
$208K 0.06%
+1,811
311
$208K 0.06%
+726
312
$205K 0.05%
+1,615
313
$202K 0.05%
+1,143
314
$200K 0.05%
+2,195
315
$198K 0.05%
+1,011
316
$198K 0.05%
+3,124
317
$196K 0.05%
+724
318
$194K 0.05%
+734
319
$194K 0.05%
+2,199
320
$193K 0.05%
+1,868
321
$192K 0.05%
+3,740
322
$192K 0.05%
+6,198
323
$192K 0.05%
+1,384
324
$189K 0.05%
+7,248
325
$186K 0.05%
+6,606
11 12
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