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
576
$79.7K 0.02%
742
+11
577
$79.4K 0.02%
1,596
+412
578
$79.2K 0.02%
317
+17
579
$78.7K 0.02%
1,589
+122
580
$78.5K 0.02%
141
+110
581
$78.3K 0.02%
977
+73
582
$78.2K 0.02%
2,694
+1,048
583
$78.2K 0.02%
877
-335
584
$77.4K 0.02%
9,647
-380
585
$76.9K 0.01%
11,344
+564
586
$76.1K 0.01%
1,065
+1,054
587
$76.1K 0.01%
706
-200
588
$76K 0.01%
884
+59
589
$76K 0.01%
1,300
-300
590
$74.7K 0.01%
595
+30
591
$74.6K 0.01%
2,331
+1,978
592
$74.1K 0.01%
3,882
593
$72.7K 0.01%
2,000
594
$72.7K 0.01%
424
+344
595
$72.3K 0.01%
1,126
+605
596
$72.1K 0.01%
668
+426
597
$72K 0.01%
263
+31
598
$71.9K 0.01%
835
+667
599
$71.8K 0.01%
658
-1,883
600
$71.3K 0.01%
262
+253
22 23
24
25 26