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
576
$38.8K 0.01%
+480
577
$37.9K 0.01%
+1,151
578
$37.8K 0.01%
+227
579
$37.5K 0.01%
+1,059
580
$37.2K 0.01%
+96
581
$36.5K 0.01%
+79
582
$36.3K 0.01%
+197
583
$35.5K 0.01%
+416
584
$35.5K 0.01%
+717
585
$35.3K 0.01%
+365
586
$35.1K 0.01%
+1,000
587
$35K 0.01%
+670
588
$34.8K 0.01%
+1,400
589
$34.5K 0.01%
+239
590
$34.4K 0.01%
+416
591
$34.2K 0.01%
+1,108
592
$33.7K 0.01%
+699
593
$33.4K 0.01%
+140
594
$33.4K 0.01%
+278
595
$33.2K 0.01%
+214
596
$33.2K 0.01%
+161
597
$32.7K 0.01%
+933
598
$32.2K 0.01%
+59
599
$32.1K 0.01%
+1,178
600
$31.6K 0.01%
+416
22 23
24
25 26