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
651
$56.9K 0.01%
608
-6,172
652
$56.7K 0.01%
220
+185
653
$56.6K 0.01%
+598
654
$56.4K 0.01%
2,287
-246
655
$56.1K 0.01%
1,445
+1,308
656
$56K 0.01%
462
-2,029
657
$55.4K 0.01%
1,120
+686
658
$55.3K 0.01%
376
-140
659
$55.2K 0.01%
+1,455
660
$55K 0.01%
368
+94
661
$54.6K 0.01%
2,325
+1,911
662
$54.3K 0.01%
+614
663
$54.2K 0.01%
395
+120
664
$54.1K 0.01%
1,900
+98
665
$53.5K 0.01%
122
+13
666
$53.5K 0.01%
1,059
+938
667
$53.5K 0.01%
1,890
+1,412
668
$53.4K 0.01%
781
+351
669
$53K 0.01%
329
+318
670
$51.5K 0.01%
1,046
+901
671
$51.1K 0.01%
1,988
672
$50.9K 0.01%
151
+109
673
$50.8K 0.01%
440
-16
674
$50K 0.01%
104
+82
675
$49.8K 0.01%
+74
25 26
27
28 29