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
1001
$1.48K ﹤0.01%
+37
1002
$1.48K ﹤0.01%
+13
1003
$1.48K ﹤0.01%
+78
1004
$1.47K ﹤0.01%
+36
1005
$1.47K ﹤0.01%
+16
1006
$1.47K ﹤0.01%
+170
1007
$1.45K ﹤0.01%
+57
1008
$1.45K ﹤0.01%
+9
1009
$1.44K ﹤0.01%
+38
1010
$1.44K ﹤0.01%
+41
1011
$1.43K ﹤0.01%
+43
1012
$1.42K ﹤0.01%
+51
1013
$1.41K ﹤0.01%
+15
1014
$1.4K ﹤0.01%
+19
1015
$1.39K ﹤0.01%
+750
1016
$1.38K ﹤0.01%
+86
1017
$1.38K ﹤0.01%
+34
1018
$1.36K ﹤0.01%
+26
1019
$1.36K ﹤0.01%
+28
1020
$1.35K ﹤0.01%
+27
1021
$1.34K ﹤0.01%
+9
1022
$1.33K ﹤0.01%
+14
1023
$1.3K ﹤0.01%
+20
1024
$1.28K ﹤0.01%
+65
1025
$1.24K ﹤0.01%
+39
39 40
41
42 43