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
126
$675K 0.18%
+3,020
127
$664K 0.18%
+18,071
128
$660K 0.18%
+2,304
129
$645K 0.17%
+50,356
130
$643K 0.17%
+2,372
131
$641K 0.17%
+3,681
132
$630K 0.17%
+2,893
133
$626K 0.17%
+3,867
134
$612K 0.16%
+9,123
135
$611K 0.16%
+2,833
136
$605K 0.16%
+12,079
137
$603K 0.16%
+27,020
138
$600K 0.16%
+14,779
139
$597K 0.16%
+34,370
140
$594K 0.16%
+1,330
141
$593K 0.16%
+8,544
142
$593K 0.16%
+2,674
143
$585K 0.16%
+1,131
144
$580K 0.16%
+3,705
145
$580K 0.16%
+5,345
146
$577K 0.15%
+35,007
147
$572K 0.15%
+6,342
148
$571K 0.15%
+2,467
149
$570K 0.15%
+6,780
150
$569K 0.15%
+2,572
4 5
6
7 8