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
401
$167K 0.03%
2,955
+92
402
$166K 0.03%
1,670
-179
403
$166K 0.03%
1,270
+669
404
$165K 0.03%
1,185
405
$164K 0.03%
3,080
+255
406
$163K 0.03%
+1,863
407
$162K 0.03%
902
-44
408
$162K 0.03%
2,753
+723
409
$162K 0.03%
641
+133
410
$161K 0.03%
2,116
411
$159K 0.03%
6,336
+4,691
412
$158K 0.03%
39,801
-8,696
413
$158K 0.03%
13,389
-2,459
414
$158K 0.03%
+3,461
415
$157K 0.03%
2,166
416
$156K 0.03%
377
-8
417
$156K 0.03%
1,222
+1
418
$156K 0.03%
4,182
+352
419
$155K 0.03%
32,065
+3,357
420
$154K 0.03%
471
+189
421
$154K 0.03%
2,897
+47
422
$154K 0.03%
365
+15
423
$153K 0.03%
3,272
+497
424
$151K 0.03%
1,294
+866
425
$151K 0.03%
3,451
+40
15 16
17
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