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
526
$98.3K 0.02%
3,586
-927
527
$98.3K 0.02%
1,650
528
$98.2K 0.02%
916
529
$98K 0.02%
+7,342
530
$98K 0.02%
586
-81
531
$97.7K 0.02%
1,539
+296
532
$96.6K 0.02%
938
+529
533
$96.4K 0.02%
489
+126
534
$95.7K 0.02%
2,758
-92
535
$95.5K 0.02%
282
536
$93.5K 0.02%
750
537
$93K 0.02%
1,631
+932
538
$92.4K 0.02%
713
+6
539
$92.2K 0.02%
10,423
-225
540
$92.1K 0.02%
1,176
+958
541
$91.6K 0.02%
312
+216
542
$91.4K 0.02%
3,300
+2,498
543
$90.6K 0.02%
2,518
+77
544
$90.6K 0.02%
281
+21
545
$90.4K 0.02%
687
+89
546
$90K 0.02%
1,878
+1,871
547
$89.8K 0.02%
1,401
+202
548
$88.7K 0.02%
296
+52
549
$88.4K 0.02%
33,600
+1,961
550
$88.1K 0.02%
1,502
+551
20 21
22
23 24