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
701
$44.5K 0.01%
1,476
+1,382
702
$44.4K 0.01%
3,876
703
$44.4K 0.01%
698
+297
704
$44.3K 0.01%
743
-3,866
705
$44.2K 0.01%
851
+689
706
$44.1K 0.01%
564
+156
707
$43.8K 0.01%
+247
708
$43.6K 0.01%
576
-57
709
$43.6K 0.01%
573
+491
710
$43.5K 0.01%
3,241
+7
711
$43.1K 0.01%
265
+4
712
$42.8K 0.01%
380
+312
713
$42.7K 0.01%
497
-33
714
$42.5K 0.01%
795
+482
715
$42.2K 0.01%
1,711
+1,387
716
$41.9K 0.01%
+1,560
717
$41.9K 0.01%
+140
718
$41.3K 0.01%
169
+146
719
$41.3K 0.01%
+300
720
$41.3K 0.01%
537
-59
721
$41.2K 0.01%
292
-114
722
$40.9K 0.01%
337
+318
723
$40.8K 0.01%
311
+227
724
$40.3K 0.01%
+2,500
725
$40.2K 0.01%
952
+106
27 28
29
30 31