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
526
$53.7K 0.01%
+825
527
$53.4K 0.01%
+951
528
$52.7K 0.01%
+249
529
$52.6K 0.01%
+726
530
$52.6K 0.01%
+1,357
531
$52.4K 0.01%
+2,000
532
$51.9K 0.01%
+1,415
533
$51.2K 0.01%
+1,988
534
$51.1K 0.01%
+336
535
$50.5K 0.01%
+456
536
$50.5K 0.01%
+217
537
$50.3K 0.01%
+1,057
538
$49.8K 0.01%
+957
539
$49.4K 0.01%
+2,450
540
$48.6K 0.01%
+1,046
541
$48.6K 0.01%
+2,712
542
$48.6K 0.01%
+2,321
543
$47.6K 0.01%
+530
544
$47.5K 0.01%
+1,646
545
$47K 0.01%
+596
546
$46.1K 0.01%
+1,200
547
$46K 0.01%
+1,007
548
$45.1K 0.01%
+88
549
$44.7K 0.01%
+357
550
$44.6K 0.01%
+428
20 21
22
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