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
101
$823K 0.22%
+12,912
102
$812K 0.22%
+15,841
103
$806K 0.22%
+3,055
104
$803K 0.22%
+1,518
105
$802K 0.21%
+15,132
106
$789K 0.21%
+2,872
107
$785K 0.21%
+20,990
108
$784K 0.21%
+10,069
109
$783K 0.21%
+13,711
110
$766K 0.21%
+11,799
111
$764K 0.2%
+28,714
112
$763K 0.2%
+8,103
113
$755K 0.2%
+3,093
114
$755K 0.2%
+5,541
115
$754K 0.2%
+17,200
116
$745K 0.2%
+10,347
117
$741K 0.2%
+7,184
118
$736K 0.2%
+14,115
119
$711K 0.19%
+4,147
120
$710K 0.19%
+7,671
121
$708K 0.19%
+874
122
$707K 0.19%
+11,582
123
$702K 0.19%
+199
124
$685K 0.18%
+4,418
125
$677K 0.18%
+1,440
3 4
5
6 7