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
626
$27.6K 0.01%
+242
627
$27.2K 0.01%
+1,450
628
$27.1K 0.01%
+105
629
$26.8K 0.01%
+627
630
$26.5K 0.01%
+45
631
$26.2K 0.01%
+505
632
$26.2K 0.01%
+1,099
633
$26K 0.01%
+188
634
$25.9K 0.01%
+190
635
$25.8K 0.01%
+408
636
$25.7K 0.01%
+238
637
$25.5K 0.01%
+256
638
$25.5K 0.01%
+187
639
$25.1K 0.01%
+47
640
$25.1K 0.01%
+669
641
$25K 0.01%
+1,582
642
$25K 0.01%
+401
643
$24.9K 0.01%
+305
644
$24.8K 0.01%
+460
645
$24.6K 0.01%
+426
646
$24.6K 0.01%
+105
647
$24.4K 0.01%
+329
648
$24.2K 0.01%
+394
649
$24K 0.01%
+201
650
$23.8K 0.01%
+569
24 25
26
27 28