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
326
$186K 0.05%
+2,587
327
$185K 0.05%
+2,961
328
$184K 0.05%
+2,191
329
$183K 0.05%
+752
330
$182K 0.05%
+2,913
331
$179K 0.05%
+14,673
332
$176K 0.05%
+1,845
333
$176K 0.05%
+13,159
334
$175K 0.05%
+1,185
335
$174K 0.05%
+1,543
336
$173K 0.05%
+3,421
337
$173K 0.05%
+1,122
338
$172K 0.05%
+3,372
339
$171K 0.05%
+2,169
340
$169K 0.05%
+2,455
341
$168K 0.04%
+48,497
342
$167K 0.04%
+1,849
343
$167K 0.04%
+5,090
344
$167K 0.04%
+610
345
$166K 0.04%
+201
346
$166K 0.04%
+7,440
347
$165K 0.04%
+716
348
$165K 0.04%
+464
349
$164K 0.04%
+2,116
350
$162K 0.04%
+3,200
12 13
14
15 16