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
876
$4.75K ﹤0.01%
+31
877
$4.68K ﹤0.01%
+23
878
$4.67K ﹤0.01%
+110
879
$4.61K ﹤0.01%
+50
880
$4.57K ﹤0.01%
+44
881
$4.57K ﹤0.01%
+115
882
$4.56K ﹤0.01%
+12
883
$4.55K ﹤0.01%
+154
884
$4.54K ﹤0.01%
+19
885
$4.48K ﹤0.01%
+194
886
$4.45K ﹤0.01%
+193
887
$4.42K ﹤0.01%
+149
888
$4.39K ﹤0.01%
+256
889
$4.39K ﹤0.01%
+23
890
$4.37K ﹤0.01%
+160
891
$4.37K ﹤0.01%
+234
892
$4.36K ﹤0.01%
+180
893
$4.3K ﹤0.01%
+51
894
$4.29K ﹤0.01%
+9
895
$4.15K ﹤0.01%
+71
896
$4.1K ﹤0.01%
+27
897
$4.08K ﹤0.01%
+101
898
$4.07K ﹤0.01%
+45
899
$3.88K ﹤0.01%
+110
900
$3.83K ﹤0.01%
+94
34 35
36
37 38