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
401
$120K 0.03%
+1,058
402
$120K 0.03%
+3,411
403
$120K 0.03%
+3,382
404
$119K 0.03%
+28,708
405
$117K 0.03%
+3,830
406
$117K 0.03%
+1,150
407
$115K 0.03%
+1,246
408
$115K 0.03%
+3,898
409
$115K 0.03%
+566
410
$115K 0.03%
+7,867
411
$114K 0.03%
+2,687
412
$113K 0.03%
+5,970
413
$111K 0.03%
+308
414
$110K 0.03%
+1,212
415
$110K 0.03%
+1,831
416
$109K 0.03%
+3,801
417
$109K 0.03%
+1,200
418
$108K 0.03%
+2,490
419
$108K 0.03%
+2,542
420
$105K 0.03%
+3,882
421
$104K 0.03%
+1,760
422
$103K 0.03%
+776
423
$103K 0.03%
+2,850
424
$103K 0.03%
+7,557
425
$100K 0.03%
+1,650
15 16
17
18 19