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
201
$375K 0.1%
+7,522
202
$375K 0.1%
+6,056
203
$374K 0.1%
+2,695
204
$372K 0.1%
+11,396
205
$370K 0.1%
+5,510
206
$370K 0.1%
+1,270
207
$363K 0.1%
+6,703
208
$359K 0.1%
+7,061
209
$359K 0.1%
+2,694
210
$356K 0.1%
+4,270
211
$356K 0.1%
+875
212
$351K 0.09%
+10,081
213
$351K 0.09%
+12,251
214
$350K 0.09%
+4,269
215
$348K 0.09%
+6,149
216
$342K 0.09%
+4,696
217
$341K 0.09%
+4,980
218
$339K 0.09%
+1,790
219
$337K 0.09%
+8,553
220
$335K 0.09%
+8,636
221
$334K 0.09%
+734
222
$332K 0.09%
+3,677
223
$331K 0.09%
+2,096
224
$330K 0.09%
+3,626
225
$329K 0.09%
+22,906
7 8
9
10 11