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
376
$135K 0.04%
+995
377
$134K 0.04%
+6,388
378
$134K 0.04%
+2,166
379
$133K 0.04%
+3,902
380
$133K 0.04%
+239
381
$133K 0.04%
+310
382
$130K 0.03%
+2,863
383
$130K 0.03%
+610
384
$129K 0.03%
+4,626
385
$128K 0.03%
+50
386
$128K 0.03%
+2,370
387
$127K 0.03%
+2,701
388
$127K 0.03%
+2,889
389
$125K 0.03%
+765
390
$125K 0.03%
+432
391
$125K 0.03%
+766
392
$124K 0.03%
+1,209
393
$124K 0.03%
+1,914
394
$123K 0.03%
+3,636
395
$123K 0.03%
+4,513
396
$123K 0.03%
+6,101
397
$122K 0.03%
+2,602
398
$121K 0.03%
+2,775
399
$121K 0.03%
+1,619
400
$121K 0.03%
+3,064
14 15
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