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
826
$6.25K ﹤0.01%
+195
827
$6.25K ﹤0.01%
+161
828
$6.18K ﹤0.01%
+162
829
$6.12K ﹤0.01%
+174
830
$6.11K ﹤0.01%
+145
831
$6.1K ﹤0.01%
+24
832
$6.08K ﹤0.01%
+50
833
$6.06K ﹤0.01%
+87
834
$6.04K ﹤0.01%
+450
835
$6K ﹤0.01%
+125
836
$5.92K ﹤0.01%
+48
837
$5.89K ﹤0.01%
+87
838
$5.84K ﹤0.01%
+5
839
$5.81K ﹤0.01%
+320
840
$5.77K ﹤0.01%
+41
841
$5.76K ﹤0.01%
+38
842
$5.71K ﹤0.01%
+110
843
$5.67K ﹤0.01%
+186
844
$5.67K ﹤0.01%
+314
845
$5.65K ﹤0.01%
+98
846
$5.65K ﹤0.01%
+118
847
$5.64K ﹤0.01%
+16
848
$5.59K ﹤0.01%
+82
849
$5.58K ﹤0.01%
+144
850
$5.43K ﹤0.01%
+52
32 33
34
35 36