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
551
$44.4K 0.01%
+1,838
552
$44.2K 0.01%
+880
553
$43.9K 0.01%
+633
554
$43.8K 0.01%
+178
555
$43.5K 0.01%
+3,876
556
$43.2K 0.01%
+610
557
$43K 0.01%
+1,313
558
$42.9K 0.01%
+765
559
$42.7K 0.01%
+1,153
560
$42.6K 0.01%
+543
561
$42.4K 0.01%
+823
562
$42.3K 0.01%
+675
563
$42.2K 0.01%
+261
564
$42.2K 0.01%
+2,812
565
$41.9K 0.01%
+1,715
566
$41.4K 0.01%
+851
567
$40.8K 0.01%
+109
568
$40.6K 0.01%
+1,645
569
$40.2K 0.01%
+515
570
$39.7K 0.01%
+800
571
$39.6K 0.01%
+147
572
$39.4K 0.01%
+1,407
573
$39.3K 0.01%
+3,234
574
$39.2K 0.01%
+395
575
$39.1K 0.01%
+409
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