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
801
$7.86K ﹤0.01%
+35
802
$7.82K ﹤0.01%
+182
803
$7.66K ﹤0.01%
+56
804
$7.58K ﹤0.01%
+324
805
$7.46K ﹤0.01%
+1,500
806
$7.45K ﹤0.01%
+255
807
$7.38K ﹤0.01%
+219
808
$7.3K ﹤0.01%
+15
809
$7.25K ﹤0.01%
+500
810
$7.21K ﹤0.01%
+3,436
811
$7.16K ﹤0.01%
+79
812
$7.04K ﹤0.01%
+162
813
$6.99K ﹤0.01%
+31
814
$6.91K ﹤0.01%
+64
815
$6.86K ﹤0.01%
+100
816
$6.85K ﹤0.01%
+65
817
$6.83K ﹤0.01%
+22
818
$6.82K ﹤0.01%
+68
819
$6.7K ﹤0.01%
+29
820
$6.69K ﹤0.01%
+43
821
$6.59K ﹤0.01%
+65
822
$6.54K ﹤0.01%
+308
823
$6.5K ﹤0.01%
+184
824
$6.38K ﹤0.01%
+153
825
$6.33K ﹤0.01%
+156
31 32
33
34 35