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
676
$49.5K 0.01%
355
+172
677
$49.4K 0.01%
+549
678
$49.3K 0.01%
374
+149
679
$49.2K 0.01%
2,515
-5
680
$48.8K 0.01%
623
+604
681
$48.8K 0.01%
88
682
$48.7K 0.01%
502
+107
683
$48.7K 0.01%
169
+98
684
$48.6K 0.01%
1,324
685
$48.2K 0.01%
111
+38
686
$48K 0.01%
2,914
-152
687
$47K 0.01%
421
+13
688
$46.9K 0.01%
1,860
+1,518
689
$46.9K 0.01%
174
+34
690
$46.8K 0.01%
247
+236
691
$46.7K 0.01%
357
692
$46.6K 0.01%
37
+32
693
$46.5K 0.01%
+363
694
$46.3K 0.01%
594
+380
695
$46K 0.01%
1,047
+167
696
$45.9K 0.01%
351
+164
697
$45.3K 0.01%
636
+516
698
$45.3K 0.01%
2,062
-5,378
699
$44.6K 0.01%
830
+545
700
$44.6K 0.01%
1,836
+121
26 27
28
29 30