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
326
$233K 0.05%
5,974
+409
327
$230K 0.04%
1,165
+43
328
$229K 0.04%
11,079
-4,240
329
$229K 0.04%
2,593
-993
330
$228K 0.04%
1,849
-920
331
$228K 0.04%
141
-54
332
$227K 0.04%
6,260
+1,170
333
$227K 0.04%
4,182
-1,967
334
$225K 0.04%
4,753
-1,795
335
$224K 0.04%
5,309
-3,152
336
$223K 0.04%
638
+175
337
$223K 0.04%
1,443
+1,441
338
$218K 0.04%
1,143
339
$218K 0.04%
+10,198
340
$216K 0.04%
8,294
+1,046
341
$216K 0.04%
1,281
+895
342
$215K 0.04%
619
+311
343
$215K 0.04%
3,757
+2,077
344
$213K 0.04%
1,892
+47
345
$213K 0.04%
3,067
+75
346
$212K 0.04%
2,679
-2,017
347
$211K 0.04%
1,805
-6
348
$209K 0.04%
+4,489
349
$206K 0.04%
2,543
+352
350
$206K 0.04%
1,747
-885
12 13
14
15 16