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
851
$5.4K ﹤0.01%
+70
852
$5.39K ﹤0.01%
+290
853
$5.38K ﹤0.01%
+55
854
$5.35K ﹤0.01%
+105
855
$5.34K ﹤0.01%
+1,225
856
$5.29K ﹤0.01%
+56
857
$5.28K ﹤0.01%
+121
858
$5.25K ﹤0.01%
+73
859
$5.23K ﹤0.01%
+115
860
$5.23K ﹤0.01%
+53
861
$5.22K ﹤0.01%
+313
862
$5.21K ﹤0.01%
+20
863
$5.2K ﹤0.01%
+56
864
$5.17K ﹤0.01%
+177
865
$4.99K ﹤0.01%
+20
866
$4.98K ﹤0.01%
+66
867
$4.96K ﹤0.01%
+137
868
$4.92K ﹤0.01%
+125
869
$4.92K ﹤0.01%
+11
870
$4.91K ﹤0.01%
+27
871
$4.88K ﹤0.01%
+107
872
$4.82K ﹤0.01%
+38
873
$4.81K ﹤0.01%
+203
874
$4.77K ﹤0.01%
+73
875
$4.76K ﹤0.01%
+188
33 34
35
36 37