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
151
$558K 0.15%
+1,455
152
$555K 0.15%
+4,132
153
$554K 0.15%
+6,526
154
$552K 0.15%
+16,015
155
$550K 0.15%
+8,288
156
$548K 0.15%
+10,501
157
$546K 0.15%
+2,532
158
$542K 0.15%
+15,758
159
$542K 0.15%
+5,337
160
$538K 0.14%
+3,653
161
$529K 0.14%
+10,595
162
$529K 0.14%
+5,549
163
$527K 0.14%
+15,742
164
$525K 0.14%
+6,802
165
$522K 0.14%
+2,067
166
$519K 0.14%
+13,980
167
$505K 0.14%
+3,056
168
$498K 0.13%
+3,031
169
$494K 0.13%
+3,283
170
$488K 0.13%
+1,648
171
$485K 0.13%
+1,416
172
$479K 0.13%
+2,322
173
$475K 0.13%
+6,036
174
$474K 0.13%
+3,709
175
$472K 0.13%
+5,453
5 6
7
8 9