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
26
$2.94M 0.79%
+38,036
27
$2.92M 0.78%
+38,076
28
$2.91M 0.78%
+46,675
29
$2.89M 0.77%
+18,560
30
$2.86M 0.77%
+112,039
31
$2.75M 0.74%
+33,501
32
$2.73M 0.73%
+54,276
33
$2.69M 0.72%
+56,834
34
$2.57M 0.69%
+61,128
35
$2.52M 0.67%
+18,424
36
$2.43M 0.65%
+9,405
37
$2.4M 0.64%
+24,209
38
$2.18M 0.58%
+12,862
39
$2.16M 0.58%
+9,059
40
$2.12M 0.57%
+19,410
41
$2.1M 0.56%
+18,192
42
$2.03M 0.54%
+79,062
43
$2.01M 0.54%
+3,506
44
$1.95M 0.52%
+51,394
45
$1.94M 0.52%
+42,556
46
$1.89M 0.5%
+5,519
47
$1.88M 0.5%
+13,183
48
$1.87M 0.5%
+13,651
49
$1.86M 0.5%
+68,580
50
$1.76M 0.47%
+4,266
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