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
626
$63.4K 0.01%
+3,220
627
$63.2K 0.01%
479
+423
628
$63.1K 0.01%
326
+129
629
$63.1K 0.01%
257
+228
630
$62.9K 0.01%
1,347
+194
631
$62.4K 0.01%
2,470
+1
632
$62.1K 0.01%
547
+532
633
$61.4K 0.01%
+4,258
634
$61.1K 0.01%
233
+213
635
$60.8K 0.01%
1,580
+165
636
$60.4K 0.01%
104
-38
637
$60.3K 0.01%
+542
638
$59.8K 0.01%
950
-3,243
639
$59.8K 0.01%
335
640
$59.7K 0.01%
1,656
+597
641
$59.4K 0.01%
482
-2,593
642
$58.9K 0.01%
925
-33
643
$58.8K 0.01%
+3,267
644
$57.4K 0.01%
+6,900
645
$57.4K 0.01%
422
-39
646
$57.3K 0.01%
134
+56
647
$57.3K 0.01%
852
648
$57.2K 0.01%
1,151
649
$57K 0.01%
605
+599
650
$56.9K 0.01%
468
+267
24 25
26
27 28