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
926
$2.86K ﹤0.01%
+108
927
$2.84K ﹤0.01%
+94
928
$2.79K ﹤0.01%
+35
929
$2.74K ﹤0.01%
+136
930
$2.73K ﹤0.01%
+53
931
$2.71K ﹤0.01%
+79
932
$2.63K ﹤0.01%
+36
933
$2.63K ﹤0.01%
+16
934
$2.62K ﹤0.01%
+21
935
$2.61K ﹤0.01%
+25
936
$2.59K ﹤0.01%
+28
937
$2.57K ﹤0.01%
+154
938
$2.56K ﹤0.01%
+110
939
$2.54K ﹤0.01%
+49
940
$2.54K ﹤0.01%
+53
941
$2.54K ﹤0.01%
+67
942
$2.53K ﹤0.01%
+52
943
$2.52K ﹤0.01%
+19
944
$2.49K ﹤0.01%
+7
945
$2.47K ﹤0.01%
+30
946
$2.41K ﹤0.01%
+257
947
$2.35K ﹤0.01%
+59
948
$2.32K ﹤0.01%
+37
949
$2.3K ﹤0.01%
+63
950
$2.3K ﹤0.01%
+7
36 37
38
39 40