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
51
$1.66M 0.44%
+13,028
52
$1.66M 0.44%
+6,670
53
$1.63M 0.44%
+26,983
54
$1.63M 0.44%
+21,592
55
$1.58M 0.42%
+72,781
56
$1.58M 0.42%
+14,184
57
$1.57M 0.42%
+36,837
58
$1.55M 0.41%
+23,310
59
$1.5M 0.4%
+13,500
60
$1.49M 0.4%
+51,846
61
$1.48M 0.4%
+12,881
62
$1.45M 0.39%
+31,617
63
$1.45M 0.39%
+9,664
64
$1.45M 0.39%
+22,691
65
$1.43M 0.38%
+16,698
66
$1.4M 0.37%
+9,704
67
$1.38M 0.37%
+26,700
68
$1.33M 0.36%
+3,067
69
$1.32M 0.35%
+35,029
70
$1.28M 0.34%
+1,949
71
$1.28M 0.34%
+8,815
72
$1.21M 0.32%
+2,324
73
$1.18M 0.32%
+1,687
74
$1.18M 0.31%
+5,899
75
$1.16M 0.31%
+7,376
1 2
3
4 5