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
351
$205K 0.04%
4,042
+3,219
352
$205K 0.04%
7,348
+1,524
353
$204K 0.04%
822
+773
354
$202K 0.04%
1,095
+826
355
$201K 0.04%
+2,328
356
$201K 0.04%
1,033
+140
357
$199K 0.04%
2,606
+19
358
$197K 0.04%
726
359
$196K 0.04%
14,279
+1,120
360
$196K 0.04%
192
-9
361
$196K 0.04%
2,502
-1,049
362
$196K 0.04%
4,438
-2,069
363
$195K 0.04%
496
+32
364
$195K 0.04%
6,622
+5,961
365
$195K 0.04%
3,998
-2,184
366
$194K 0.04%
12,655
-10,251
367
$194K 0.04%
6,198
368
$193K 0.04%
2,680
+920
369
$192K 0.04%
3,668
+3,476
370
$192K 0.04%
7,828
+7,821
371
$192K 0.04%
+2,872
372
$191K 0.04%
911
+821
373
$190K 0.04%
2,900
-224
374
$190K 0.04%
+22,033
375
$190K 0.04%
6,519
+152
13 14
15
16 17