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
26
$3.74M 0.72%
23,657
+5,097
27
$3.74M 0.72%
64,657
-11,157
28
$3.62M 0.7%
4,650
+1,144
29
$3.61M 0.7%
90,114
-11,741
30
$3.54M 0.68%
12,683
+3,278
31
$3.5M 0.68%
130,410
+18,371
32
$3.38M 0.65%
16,933
+4,071
33
$3.32M 0.64%
71,673
+10,545
34
$3.28M 0.63%
63,567
-64
35
$3.23M 0.63%
24,546
+5,136
36
$3.2M 0.62%
41,636
+3,600
37
$3.19M 0.62%
20,995
+7,344
38
$2.86M 0.55%
43,927
-2,748
39
$2.84M 0.55%
106,056
+105,399
40
$2.7M 0.52%
35,704
-2,372
41
$2.64M 0.51%
20,040
+6,540
42
$2.6M 0.5%
20,493
+2,301
43
$2.45M 0.47%
9,438
+379
44
$2.43M 0.47%
61,732
+32,622
45
$2.3M 0.44%
14,166
+983
46
$2.29M 0.44%
45,635
-8,641
47
$2.26M 0.44%
12,059
+4,683
48
$2.22M 0.43%
18,374
+8,592
49
$2.21M 0.43%
53,055
+1,661
50
$2.19M 0.42%
2,994
+1,045
1
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