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
601
$70.9K 0.01%
1,779
+579
602
$70.3K 0.01%
57
-35
603
$69.8K 0.01%
4,030
-1,940
604
$69.6K 0.01%
+2,400
605
$69.5K 0.01%
578
+300
606
$68.1K 0.01%
51
-13
607
$67.9K 0.01%
8,579
+41
608
$67.8K 0.01%
613
+560
609
$67.5K 0.01%
6,734
-932
610
$67.4K 0.01%
2,200
+55
611
$67.3K 0.01%
6,088
-86
612
$66.8K 0.01%
638
-296
613
$66.7K 0.01%
3,330
614
$66.7K 0.01%
992
+619
615
$66.5K 0.01%
+125
616
$66.3K 0.01%
3,829
+3,156
617
$66K 0.01%
782
+3
618
$65.9K 0.01%
1,835
+835
619
$65.4K 0.01%
1,780
-8,301
620
$65.4K 0.01%
1,425
+1,191
621
$65.1K 0.01%
1,004
+906
622
$64.5K 0.01%
1,119
+972
623
$64.5K 0.01%
1,969
+818
624
$64.3K 0.01%
1,197
-4,377
625
$63.5K 0.01%
793
-315
23 24
25
26 27