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
376
$190K 0.04%
1,031
+20
377
$189K 0.04%
351
+66
378
$188K 0.04%
753
+34
379
$187K 0.04%
1,535
-653
380
$185K 0.04%
3,260
+1,742
381
$185K 0.04%
+1,949
382
$185K 0.04%
+3,466
383
$184K 0.04%
+1,105
384
$181K 0.04%
1,303
+1,272
385
$181K 0.04%
2,336
-644
386
$181K 0.03%
2,474
+1,614
387
$179K 0.03%
3,535
+114
388
$179K 0.03%
1,124
-1,240
389
$176K 0.03%
1,481
+1,478
390
$175K 0.03%
1,026
-771
391
$175K 0.03%
2,455
392
$174K 0.03%
2,218
+1,018
393
$174K 0.03%
+1,660
394
$173K 0.03%
2,925
+1,955
395
$172K 0.03%
3,354
+154
396
$171K 0.03%
3,073
+160
397
$170K 0.03%
+2,792
398
$170K 0.03%
884
+723
399
$169K 0.03%
4,233
+4,195
400
$168K 0.03%
3,600
+3,259
14 15
16
17 18