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
976
$1.87K ﹤0.01%
+31
977
$1.8K ﹤0.01%
+11
978
$1.79K ﹤0.01%
+41
979
$1.78K ﹤0.01%
+106
980
$1.78K ﹤0.01%
+4
981
$1.76K ﹤0.01%
+141
982
$1.75K ﹤0.01%
+30
983
$1.72K ﹤0.01%
+250
984
$1.71K ﹤0.01%
+15
985
$1.71K ﹤0.01%
+151
986
$1.71K ﹤0.01%
+10
987
$1.69K ﹤0.01%
+86
988
$1.69K ﹤0.01%
+69
989
$1.67K ﹤0.01%
+19
990
$1.66K ﹤0.01%
+36
991
$1.66K ﹤0.01%
+44
992
$1.65K ﹤0.01%
+58
993
$1.65K ﹤0.01%
+21
994
$1.61K ﹤0.01%
+28
995
$1.59K ﹤0.01%
+33
996
$1.59K ﹤0.01%
+22
997
$1.56K ﹤0.01%
+20
998
$1.55K ﹤0.01%
+84
999
$1.53K ﹤0.01%
+50
1000
$1.49K ﹤0.01%
+27
38 39
40
41 42