SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.79%
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 6.96%
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
826
$23.8K ﹤0.01%
369
+309
827
$23.5K ﹤0.01%
151
+144
828
$23.5K ﹤0.01%
442
-138
829
$23.3K ﹤0.01%
461
+160
830
$23.3K ﹤0.01%
467
-7
831
$23.1K ﹤0.01%
532
832
$23K ﹤0.01%
+386
833
$23K ﹤0.01%
176
+112
834
$22.9K ﹤0.01%
180
+84
835
$22.5K ﹤0.01%
250
+171
836
$22.5K ﹤0.01%
119
+48
837
$22K ﹤0.01%
167
+58
838
$21.9K ﹤0.01%
131
+115
839
$21.9K ﹤0.01%
+863
840
$21.8K ﹤0.01%
379
+279
841
$21.8K ﹤0.01%
276
+61
842
$21.7K ﹤0.01%
850
843
$21.6K ﹤0.01%
235
-87
844
$21.4K ﹤0.01%
220
+164
845
$21.3K ﹤0.01%
81
+68
846
$21.1K ﹤0.01%
60
+4
847
$21K ﹤0.01%
134
+78
848
$21K ﹤0.01%
584
-1,675
849
$20.9K ﹤0.01%
116
+62
850
$20.8K ﹤0.01%
500
+43
32 33
34
35 36