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
251
$373K 0.07%
458
+276
252
$373K 0.07%
3,850
+1,398
253
$372K 0.07%
9,652
+5,317
254
$372K 0.07%
2,025
+235
255
$370K 0.07%
7,203
+5,804
256
$370K 0.07%
8,292
+7,851
257
$364K 0.07%
2,515
-179
258
$362K 0.07%
1,386
+634
259
$356K 0.07%
3,582
-614
260
$356K 0.07%
6,075
+1,454
261
$348K 0.07%
12,524
+5,918
262
$347K 0.07%
1,796
+62
263
$339K 0.07%
4,967
+873
264
$338K 0.07%
2,897
+210
265
$336K 0.06%
2,278
+597
266
$333K 0.06%
2,301
+343
267
$328K 0.06%
25,131
+10,458
268
$326K 0.06%
6,108
+52
269
$325K 0.06%
2,260
+1,745
270
$324K 0.06%
1,390
+46
271
$319K 0.06%
100
+50
272
$315K 0.06%
1,219
-29
273
$313K 0.06%
656
+346
274
$312K 0.06%
1,457
+276
275
$309K 0.06%
1,991
+293
9 10
11
12 13