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
726
$40.2K 0.01%
422
+281
727
$40.1K 0.01%
147
+116
728
$39.7K 0.01%
417
+221
729
$39.7K 0.01%
229
+2
730
$39.7K 0.01%
1,357
731
$39.6K 0.01%
+340
732
$39.5K 0.01%
272
+187
733
$39.3K 0.01%
851
734
$39K 0.01%
+2,255
735
$38.8K 0.01%
424
+95
736
$38.7K 0.01%
+190
737
$38.5K 0.01%
899
+272
738
$38.4K 0.01%
301
+155
739
$38.4K 0.01%
+570
740
$38.3K 0.01%
670
741
$37.7K 0.01%
557
+163
742
$37.5K 0.01%
482
+257
743
$37.4K 0.01%
2,041
+1,905
744
$37.3K 0.01%
360
+358
745
$37.2K 0.01%
493
+485
746
$37.1K 0.01%
+364
747
$37K 0.01%
800
748
$37K 0.01%
+284
749
$36.9K 0.01%
1,376
-703
750
$36.5K 0.01%
+259
28 29
30
31 32