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
$517M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,890
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.63M
3
+$4.99M
4
MSFT icon
Microsoft
MSFT
+$4.61M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.56M

Top Sells

1
+$3.32M
2
+$3.26M
3
+$2.15M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$1.32M
5
QSIG
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
+$1.19M

Sector Composition

1 Technology 13.32%
2 Financials 6.95%
3 Healthcare 6.33%
4 Consumer Discretionary 5.09%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$465K 0.09%
481
+217
227
$463K 0.09%
2,859
+763
228
$457K 0.09%
6,311
+2,316
229
$451K 0.09%
3,110
+2,020
230
$449K 0.09%
1,830
+359
231
$446K 0.09%
3,084
-199
232
$445K 0.09%
1,920
+339
233
$442K 0.09%
1,216
-54
234
$440K 0.09%
13,170
+3,098
235
$438K 0.08%
3,030
+1,058
236
$437K 0.08%
2,998
+1,383
237
$433K 0.08%
4,627
+1,827
238
$431K 0.08%
3,648
+1,780
239
$424K 0.08%
7,293
+2,882
240
$418K 0.08%
1,939
+558
241
$413K 0.08%
9,394
+2,159
242
$409K 0.08%
9,364
+811
243
$409K 0.08%
11,889
+493
244
$407K 0.08%
8,915
+2,954
245
$400K 0.08%
22,025
+3,468
246
$393K 0.08%
1,112
+122
247
$387K 0.07%
7,735
+213
248
$380K 0.07%
974
+282
249
$378K 0.07%
12,498
+247
250
$376K 0.07%
16,714
-12,000
8 9
10
11 12