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
76
$1.14M 0.31%
+6,039
77
$1.13M 0.3%
+3,815
78
$1.12M 0.3%
+2,679
79
$1.12M 0.3%
+45,010
80
$1.12M 0.3%
+35,248
81
$1.12M 0.3%
+6,751
82
$1.12M 0.3%
+6,604
83
$1.1M 0.29%
+14,931
84
$1.1M 0.29%
+22,136
85
$1.1M 0.29%
+21,093
86
$1.1M 0.29%
+3,185
87
$1.1M 0.29%
+9,782
88
$1.07M 0.29%
+13,566
89
$1.06M 0.28%
+42,027
90
$997K 0.27%
+29,110
91
$982K 0.26%
+3,769
92
$976K 0.26%
+19,390
93
$972K 0.26%
+7,338
94
$968K 0.26%
+8,801
95
$960K 0.26%
+13,655
96
$951K 0.25%
+21,565
97
$922K 0.25%
+9,195
98
$897K 0.24%
+2,571
99
$896K 0.24%
+1,514
100
$890K 0.24%
+1,424
2 3
4
5 6