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
776
$9.38K ﹤0.01%
+818
777
$9.32K ﹤0.01%
+96
778
$9.27K ﹤0.01%
+155
779
$9.26K ﹤0.01%
+196
780
$9.26K ﹤0.01%
+170
781
$9.25K ﹤0.01%
+151
782
$9.19K ﹤0.01%
+471
783
$9.12K ﹤0.01%
+580
784
$9.04K ﹤0.01%
+414
785
$8.96K ﹤0.01%
+120
786
$8.9K ﹤0.01%
+669
787
$8.89K ﹤0.01%
+179
788
$8.88K ﹤0.01%
+105
789
$8.86K ﹤0.01%
+276
790
$8.68K ﹤0.01%
+101
791
$8.63K ﹤0.01%
+302
792
$8.59K ﹤0.01%
+164
793
$8.59K ﹤0.01%
+329
794
$8.47K ﹤0.01%
+147
795
$8.36K ﹤0.01%
+49
796
$8.26K ﹤0.01%
+52
797
$8.02K ﹤0.01%
+63
798
$8K ﹤0.01%
+342
799
$8K ﹤0.01%
+35
800
$7.98K ﹤0.01%
+204
30 31
32
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