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
276
$309K 0.06%
4,517
-4,119
277
$307K 0.06%
1,203
278
$307K 0.06%
+5,885
279
$303K 0.06%
974
+364
280
$302K 0.06%
4,538
+1,577
281
$302K 0.06%
910
+176
282
$300K 0.06%
+1,639
283
$299K 0.06%
2,966
284
$296K 0.06%
18,944
+11,077
285
$294K 0.06%
3,020
-1,250
286
$293K 0.06%
3,046
+847
287
$290K 0.06%
1,302
+1,280
288
$290K 0.06%
718
+8
289
$287K 0.06%
2,318
290
$287K 0.06%
11,297
+1,646
291
$285K 0.06%
3,584
+2,974
292
$285K 0.06%
1,756
+1,420
293
$284K 0.06%
8,597
+106
294
$282K 0.05%
405
+262
295
$280K 0.05%
287
+272
296
$279K 0.05%
12,680
-60,101
297
$279K 0.05%
3,690
+3,015
298
$276K 0.05%
7,242
+243
299
$276K 0.05%
2,727
300
$275K 0.05%
1,920
+1,906
10 11
12
13 14