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
951
$2.21K ﹤0.01%
+35
952
$2.2K ﹤0.01%
+23
953
$2.18K ﹤0.01%
+13
954
$2.18K ﹤0.01%
+9
955
$2.15K ﹤0.01%
+45
956
$2.12K ﹤0.01%
+28
957
$2.12K ﹤0.01%
+25
958
$2.09K ﹤0.01%
+3,421
959
$2.04K ﹤0.01%
+13
960
$2.03K ﹤0.01%
+58
961
$2.03K ﹤0.01%
+23
962
$2.01K ﹤0.01%
+104
963
$1.99K ﹤0.01%
+65
964
$1.99K ﹤0.01%
+63
965
$1.98K ﹤0.01%
+150
966
$1.98K ﹤0.01%
+25
967
$1.97K ﹤0.01%
+17
968
$1.97K ﹤0.01%
+71
969
$1.95K ﹤0.01%
+12
970
$1.93K ﹤0.01%
+100
971
$1.93K ﹤0.01%
+140
972
$1.9K ﹤0.01%
+22
973
$1.9K ﹤0.01%
+20
974
$1.88K ﹤0.01%
+71
975
$1.88K ﹤0.01%
+11
37 38
39
40 41