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
351
$160K 0.04%
+893
352
$159K 0.04%
+946
353
$159K 0.04%
+285
354
$158K 0.04%
+6,367
355
$156K 0.04%
+4,814
356
$156K 0.04%
+719
357
$155K 0.04%
+385
358
$154K 0.04%
+6,010
359
$154K 0.04%
+5,437
360
$154K 0.04%
+1,090
361
$153K 0.04%
+15,848
362
$151K 0.04%
+4,335
363
$151K 0.04%
+3,184
364
$149K 0.04%
+5,824
365
$148K 0.04%
+1,221
366
$147K 0.04%
+182
367
$146K 0.04%
+350
368
$145K 0.04%
+251
369
$144K 0.04%
+1,062
370
$142K 0.04%
+2,850
371
$141K 0.04%
+1,671
372
$141K 0.04%
+5,754
373
$135K 0.04%
+2,825
374
$135K 0.04%
+3,796
375
$135K 0.04%
+15,695
13 14
15
16 17