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
476
$73.4K 0.02%
+366
477
$72.9K 0.02%
+1,600
478
$72.8K 0.02%
+3,330
479
$72.6K 0.02%
+731
480
$72.4K 0.02%
+1,467
481
$72.3K 0.02%
+300
482
$71.8K 0.02%
+3,792
483
$71.2K 0.02%
+2,000
484
$70.3K 0.02%
+367
485
$69.5K 0.02%
+246
486
$69.3K 0.02%
+945
487
$68.6K 0.02%
+1,518
488
$68.5K 0.02%
+2,145
489
$67.7K 0.02%
+133
490
$67.6K 0.02%
+7,943
491
$67.5K 0.02%
+860
492
$65.9K 0.02%
+664
493
$65.7K 0.02%
+1,399
494
$65K 0.02%
+1,410
495
$64.2K 0.02%
+565
496
$64.1K 0.02%
+2,079
497
$64.1K 0.02%
+831
498
$64K 0.02%
+232
499
$64K 0.02%
+260
500
$63.8K 0.02%
+904
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