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
501
$105K 0.02%
7,421
-136
502
$105K 0.02%
247
+8
503
$105K 0.02%
403
+225
504
$105K 0.02%
1,922
+965
505
$104K 0.02%
1,070
+55
506
$104K 0.02%
5,420
+1,628
507
$104K 0.02%
2,976
+87
508
$104K 0.02%
671
+432
509
$104K 0.02%
1,243
+1,223
510
$103K 0.02%
+1,338
511
$103K 0.02%
1,421
-20
512
$102K 0.02%
1,665
+900
513
$102K 0.02%
966
+728
514
$102K 0.02%
2,843
+2,554
515
$102K 0.02%
182
+123
516
$101K 0.02%
549
-61
517
$101K 0.02%
1,318
+487
518
$101K 0.02%
399
+182
519
$101K 0.02%
4,476
+3,498
520
$100K 0.02%
348
521
$100K 0.02%
510
+296
522
$100K 0.02%
+656
523
$99.2K 0.02%
2,716
+1,588
524
$99K 0.02%
1,989
+95
525
$98.6K 0.02%
1,480
+1,431
19 20
21
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