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
801
$27.3K 0.01%
+1,949
802
$27.1K 0.01%
593
+414
803
$27.1K 0.01%
+1,661
804
$26.8K 0.01%
1,517
+1,261
805
$26.8K 0.01%
283
+27
806
$26.6K 0.01%
155
-19
807
$26.6K 0.01%
460
808
$26.5K 0.01%
641
-1,766
809
$26.5K 0.01%
+970
810
$26K 0.01%
+176
811
$25.9K 0.01%
305
812
$25.9K 0.01%
1,632
+182
813
$25.8K 0.01%
304
+268
814
$25.7K 0.01%
+1,407
815
$25.4K ﹤0.01%
+450
816
$25.3K ﹤0.01%
309
+288
817
$25.2K ﹤0.01%
230
818
$24.7K ﹤0.01%
488
-76
819
$24.6K ﹤0.01%
295
+125
820
$24.3K ﹤0.01%
556
+545
821
$24.2K ﹤0.01%
164
+152
822
$24.1K ﹤0.01%
+2,193
823
$23.9K ﹤0.01%
+700
824
$23.9K ﹤0.01%
921
+447
825
$23.8K ﹤0.01%
1,636
-1,176
31 32
33
34 35