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
451
$136K 0.03%
1,518
+272
452
$135K 0.03%
1,597
+1,388
453
$135K 0.03%
6,490
+102
454
$134K 0.03%
5,282
-728
455
$134K 0.03%
3,855
+59
456
$132K 0.03%
3,079
+2,410
457
$132K 0.03%
1,061
+899
458
$131K 0.03%
3,010
-54
459
$129K 0.03%
609
+199
460
$129K 0.03%
996
-62
461
$129K 0.02%
385
+238
462
$128K 0.02%
210
+187
463
$128K 0.02%
2,810
+109
464
$128K 0.02%
1,813
-101
465
$128K 0.02%
472
+135
466
$128K 0.02%
766
467
$127K 0.02%
2,402
+32
468
$125K 0.02%
2,782
+180
469
$125K 0.02%
1,135
-15
470
$123K 0.02%
1,066
+767
471
$122K 0.02%
708
-57
472
$121K 0.02%
1,103
+377
473
$121K 0.02%
3,801
474
$121K 0.02%
955
+778
475
$120K 0.02%
3,826
+190
17 18
19
20 21