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
51
$2.18M 0.42%
13,386
+3,682
52
$2.16M 0.42%
11,985
+2,321
53
$2.16M 0.42%
81,080
+12,500
54
$2.1M 0.41%
33,868
+6,885
55
$2.06M 0.4%
+41,202
56
$2.05M 0.4%
69,978
+18,132
57
$2.05M 0.4%
9,809
+3,770
58
$2.04M 0.39%
42,687
-24,912
59
$2.03M 0.39%
41,838
+10,221
60
$1.99M 0.39%
4,171
+1,492
61
$1.99M 0.38%
5,149
+1,964
62
$1.98M 0.38%
24,158
-9,343
63
$1.95M 0.38%
11,614
-1,414
64
$1.93M 0.37%
4,344
+78
65
$1.91M 0.37%
26,405
+4,813
66
$1.89M 0.37%
12,095
+3,280
67
$1.89M 0.36%
5,529
+2,958
68
$1.87M 0.36%
27,173
+3,863
69
$1.78M 0.34%
6,295
+2,480
70
$1.73M 0.33%
68,324
-10,738
71
$1.72M 0.33%
+4,127
72
$1.72M 0.33%
9,556
+2,886
73
$1.65M 0.32%
29,958
+3,258
74
$1.62M 0.31%
3,287
+963
75
$1.62M 0.31%
38,066
+3,037
1 2
3
4 5