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
476
$119K 0.02%
213
+134
477
$118K 0.02%
+3,368
478
$118K 0.02%
4,878
+3,040
479
$118K 0.02%
+7,570
480
$118K 0.02%
3,937
+2,530
481
$117K 0.02%
5,970
+5,886
482
$116K 0.02%
496
+95
483
$116K 0.02%
+2,807
484
$115K 0.02%
2,369
+1,800
485
$114K 0.02%
1,209
486
$113K 0.02%
2,702
+160
487
$112K 0.02%
2,993
-389
488
$111K 0.02%
559
+73
489
$110K 0.02%
837
+34
490
$110K 0.02%
1,805
-26
491
$109K 0.02%
+1,260
492
$109K 0.02%
249
+197
493
$108K 0.02%
495
+480
494
$108K 0.02%
+4,509
495
$107K 0.02%
276
+143
496
$107K 0.02%
6,731
+1,865
497
$107K 0.02%
+4,220
498
$106K 0.02%
2,667
-20
499
$106K 0.02%
202
500
$106K 0.02%
622
+528
18 19
20
21 22