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
176
$461K 0.12%
+1,371
177
$448K 0.12%
+4,607
178
$448K 0.12%
+2,399
179
$448K 0.12%
+7,678
180
$437K 0.12%
+4,147
181
$435K 0.12%
+3,313
182
$430K 0.12%
+4,153
183
$429K 0.11%
+5,140
184
$426K 0.11%
+4,196
185
$425K 0.11%
+2,938
186
$423K 0.11%
+5,390
187
$422K 0.11%
+983
188
$420K 0.11%
+1,739
189
$419K 0.11%
+8,487
190
$406K 0.11%
+2,860
191
$406K 0.11%
+3,768
192
$405K 0.11%
+6,991
193
$405K 0.11%
+2,516
194
$405K 0.11%
+3,358
195
$403K 0.11%
+2,161
196
$396K 0.11%
+23,568
197
$390K 0.1%
+7,035
198
$379K 0.1%
+2,146
199
$376K 0.1%
+4,180
200
$375K 0.1%
+4,431
6 7
8
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