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
501
$63.7K 0.02%
+320
502
$63.7K 0.02%
+142
503
$63.4K 0.02%
+2,300
504
$63.2K 0.02%
+4,129
505
$62.2K 0.02%
+2,469
506
$62K 0.02%
+958
507
$61.7K 0.02%
+1,802
508
$61.6K 0.02%
+10,027
509
$61.4K 0.02%
+516
510
$61K 0.02%
+2,533
511
$61K 0.02%
+10,780
512
$60.3K 0.02%
+2,520
513
$60.2K 0.02%
+2,514
514
$60K 0.02%
+406
515
$59.5K 0.02%
+244
516
$58K 0.02%
+461
517
$57K 0.02%
+1,324
518
$55.7K 0.01%
+970
519
$55.5K 0.01%
+335
520
$54.9K 0.01%
+1,436
521
$54.4K 0.01%
+1,184
522
$54.2K 0.01%
+852
523
$54.2K 0.01%
+1,151
524
$53.9K 0.01%
+6,174
525
$53.8K 0.01%
+3,066
19 20
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