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
1076
$491 ﹤0.01%
+19
1077
$477 ﹤0.01%
+18
1078
$474 ﹤0.01%
+10
1079
$456 ﹤0.01%
+4
1080
$446 ﹤0.01%
+16
1081
$441 ﹤0.01%
+7
1082
$440 ﹤0.01%
+10
1083
$438 ﹤0.01%
+10
1084
$432 ﹤0.01%
+4
1085
$359 ﹤0.01%
+5
1086
$346 ﹤0.01%
+10
1087
$332 ﹤0.01%
+7
1088
$330 ﹤0.01%
+11
1089
$304 ﹤0.01%
+14
1090
$289 ﹤0.01%
+3
1091
$286 ﹤0.01%
+6
1092
$237 ﹤0.01%
+8
1093
$217 ﹤0.01%
+2
1094
$206 ﹤0.01%
+22
1095
$199 ﹤0.01%
+3
1096
$190 ﹤0.01%
+4
1097
$166 ﹤0.01%
+8
1098
– –
0
1099
$101 ﹤0.01%
+4
1100
$98 ﹤0.01%
+7
42 43
44
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