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
851
$20.8K ﹤0.01%
402
+2
852
$20.6K ﹤0.01%
132
-18
853
$20.6K ﹤0.01%
970
+405
854
$20.5K ﹤0.01%
841
-188
855
$20.5K ﹤0.01%
539
+61
856
$20.2K ﹤0.01%
343
+329
857
$20.2K ﹤0.01%
446
-964
858
$20.2K ﹤0.01%
250
+179
859
$20K ﹤0.01%
+515
860
$20K ﹤0.01%
317
+287
861
$19.7K ﹤0.01%
152
+137
862
$19.6K ﹤0.01%
581
-6,060
863
$19.6K ﹤0.01%
186
+173
864
$19.5K ﹤0.01%
350
865
$19.4K ﹤0.01%
+71
866
$19.2K ﹤0.01%
263
+241
867
$18.8K ﹤0.01%
87
+67
868
$18.7K ﹤0.01%
+525
869
$18.6K ﹤0.01%
1,582
870
$18.6K ﹤0.01%
+885
871
$18.6K ﹤0.01%
427
+2
872
$18.5K ﹤0.01%
+138
873
$18.5K ﹤0.01%
182
+117
874
$18.4K ﹤0.01%
212
875
$18.4K ﹤0.01%
233
33 34
35
36 37