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
301
$273K 0.05%
506
+337
302
$272K 0.05%
7,459
-619
303
$270K 0.05%
12,880
304
$269K 0.05%
2,902
+707
305
$265K 0.05%
4,391
+570
306
$262K 0.05%
2,733
+16
307
$260K 0.05%
1,071
+347
308
$257K 0.05%
1,266
+899
309
$253K 0.05%
1,990
-1,368
310
$250K 0.05%
1,611
+227
311
$250K 0.05%
10,186
+7,672
312
$250K 0.05%
1,212
+1,063
313
$250K 0.05%
847
+789
314
$247K 0.05%
2,825
-801
315
$244K 0.05%
6,326
+1,512
316
$244K 0.05%
+2,909
317
$244K 0.05%
339
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318
$242K 0.05%
3,632
-1,578
319
$238K 0.05%
1,156
320
$237K 0.05%
10,188
-140,428
321
$237K 0.05%
+2,121
322
$235K 0.05%
1,848
+305
323
$235K 0.05%
3,911
+654
324
$234K 0.05%
3,489
+68
325
$234K 0.05%
4,609
+869
11 12
13
14 15