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
1051
$817 ﹤0.01%
+26
1052
$802 ﹤0.01%
+29
1053
$758 ﹤0.01%
+3
1054
$758 ﹤0.01%
+86
1055
$755 ﹤0.01%
+30
1056
$749 ﹤0.01%
+36
1057
$744 ﹤0.01%
+17
1058
$735 ﹤0.01%
+11
1059
$726 ﹤0.01%
+9
1060
$722 ﹤0.01%
+27
1061
$679 ﹤0.01%
+36
1062
$672 ﹤0.01%
+24
1063
$672 ﹤0.01%
+20
1064
$646 ﹤0.01%
+82
1065
$644 ﹤0.01%
+9
1066
$615 ﹤0.01%
+12
1067
$595 ﹤0.01%
+22
1068
$595 ﹤0.01%
+14
1069
$591 ﹤0.01%
+26
1070
$586 ﹤0.01%
+14
1071
$579 ﹤0.01%
+30
1072
$575 ﹤0.01%
+66
1073
$560 ﹤0.01%
+11
1074
$546 ﹤0.01%
+14
1075
$516 ﹤0.01%
+3
41 42
43
44 45