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
1026
$1.21K ﹤0.01%
+65
1027
$1.17K ﹤0.01%
+293
1028
$1.15K ﹤0.01%
+18
1029
$1.15K ﹤0.01%
+13
1030
$1.14K ﹤0.01%
+109
1031
$1.13K ﹤0.01%
+10
1032
$1.13K ﹤0.01%
+116
1033
$1.12K ﹤0.01%
+24
1034
$1.12K ﹤0.01%
+7
1035
$1.07K ﹤0.01%
+7
1036
$1.05K ﹤0.01%
+60
1037
$1.03K ﹤0.01%
+11
1038
$1.02K ﹤0.01%
+21
1039
$993 ﹤0.01%
+48
1040
$974 ﹤0.01%
+216
1041
$965 ﹤0.01%
+58
1042
$952 ﹤0.01%
+50
1043
$932 ﹤0.01%
+19
1044
$908 ﹤0.01%
+4
1045
$904 ﹤0.01%
+83
1046
$868 ﹤0.01%
+6
1047
$866 ﹤0.01%
+14
1048
$864 ﹤0.01%
+15
1049
$862 ﹤0.01%
+33
1050
$849 ﹤0.01%
+252
40 41
42
43 44