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
751
$36.3K 0.01%
+185
752
$36.3K 0.01%
+699
753
$35.7K 0.01%
486
+175
754
$35.5K 0.01%
122
+100
755
$35.1K 0.01%
506
+497
756
$34.5K 0.01%
331
+199
757
$34.5K 0.01%
252
+227
758
$34.4K 0.01%
344
+237
759
$34.2K 0.01%
+2,882
760
$34.1K 0.01%
454
+38
761
$34.1K 0.01%
+2,400
762
$33.7K 0.01%
329
+185
763
$33.5K 0.01%
1,197
+100
764
$33.1K 0.01%
281
-135
765
$32.7K 0.01%
259
+124
766
$32.7K 0.01%
+145
767
$32.4K 0.01%
+94
768
$32.4K 0.01%
547
+226
769
$32.2K 0.01%
264
+176
770
$31.9K 0.01%
101
-4
771
$31.8K 0.01%
182
772
$31.6K 0.01%
+437
773
$31.5K 0.01%
192
774
$31.4K 0.01%
2,712
775
$31.2K 0.01%
273
29 30
31
32 33