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
426
$99.2K 0.03%
+667
427
$99K 0.03%
+6,966
428
$98.4K 0.03%
+906
429
$98.4K 0.03%
+934
430
$98.3K 0.03%
+202
431
$98K 0.03%
+1,441
432
$97.9K 0.03%
+1,894
433
$97.1K 0.03%
+916
434
$95.3K 0.03%
+2,030
435
$95.2K 0.03%
+401
436
$95.1K 0.03%
+2,407
437
$94.7K 0.03%
+1,815
438
$93.2K 0.02%
+92
439
$92.6K 0.02%
+1,243
440
$92K 0.02%
+508
441
$91.6K 0.02%
+348
442
$90.2K 0.02%
+4,271
443
$89.1K 0.02%
+1,220
444
$88.7K 0.02%
+2,441
445
$87.5K 0.02%
+4,945
446
$87.4K 0.02%
+337
447
$87.2K 0.02%
+8,538
448
$86.5K 0.02%
+410
449
$86.2K 0.02%
+1,015
450
$85.8K 0.02%
+282
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