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
776
$31K 0.01%
+2,000
777
$31K 0.01%
1,362
+894
778
$30.1K 0.01%
205
+196
779
$29.5K 0.01%
+1,221
780
$29.4K 0.01%
356
+321
781
$29.3K 0.01%
1,052
+192
782
$29.3K 0.01%
47
+2
783
$29.2K 0.01%
153
-4
784
$29.1K 0.01%
516
+11
785
$29K 0.01%
100
-14
786
$28.9K 0.01%
+320
787
$28.9K 0.01%
300
+291
788
$28.8K 0.01%
1,129
+313
789
$28.4K 0.01%
449
+376
790
$28.3K 0.01%
804
+731
791
$28.1K 0.01%
169
+34
792
$28.1K 0.01%
516
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793
$28.1K 0.01%
+108
794
$28K 0.01%
650
-6,703
795
$28K 0.01%
85
-17
796
$27.9K 0.01%
491
-63
797
$27.7K 0.01%
163
+150
798
$27.5K 0.01%
137
+46
799
$27.4K 0.01%
301
-179
800
$27.3K 0.01%
+895
30 31
32
33 34