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
901
$3.81K ﹤0.01%
+35
902
$3.79K ﹤0.01%
+29
903
$3.78K ﹤0.01%
+254
904
$3.7K ﹤0.01%
+9
905
$3.68K ﹤0.01%
+60
906
$3.64K ﹤0.01%
+39
907
$3.51K ﹤0.01%
+271
908
$3.45K ﹤0.01%
+11
909
$3.43K ﹤0.01%
+212
910
$3.43K ﹤0.01%
+48
911
$3.22K ﹤0.01%
+49
912
$3.2K ﹤0.01%
+130
913
$3.11K ﹤0.01%
+97
914
$3.11K ﹤0.01%
+210
915
$3.1K ﹤0.01%
+236
916
$3.09K ﹤0.01%
+56
917
$3.04K ﹤0.01%
+73
918
$3.02K ﹤0.01%
+502
919
$2.99K ﹤0.01%
+21
920
$2.97K ﹤0.01%
+13
921
$2.96K ﹤0.01%
+268
922
$2.95K ﹤0.01%
+22
923
$2.9K ﹤0.01%
+15
924
$2.89K ﹤0.01%
+16
925
$2.86K ﹤0.01%
+49
35 36
37
38 39