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
426
$151K 0.03%
+735
427
$150K 0.03%
533
+284
428
$150K 0.03%
4,958
-479
429
$149K 0.03%
1,815
+595
430
$149K 0.03%
4,404
+4,220
431
$148K 0.03%
1,027
+837
432
$147K 0.03%
14,320
-1,375
433
$146K 0.03%
+1,316
434
$146K 0.03%
1,689
+18
435
$146K 0.03%
4,061
+1,959
436
$144K 0.03%
2,530
+715
437
$143K 0.03%
1,503
+1,119
438
$142K 0.03%
1,056
+481
439
$142K 0.03%
7,809
+2,864
440
$141K 0.03%
3,933
+31
441
$141K 0.03%
1,625
+6
442
$140K 0.03%
626
+60
443
$140K 0.03%
998
+3
444
$140K 0.03%
3,942
+44
445
$140K 0.03%
5,099
+473
446
$139K 0.03%
2,602
-770
447
$139K 0.03%
3,715
+2,402
448
$137K 0.03%
460
+28
449
$136K 0.03%
885
-177
450
$136K 0.03%
2,764
+1,718
16 17
18
19 20