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
876
$18.3K ﹤0.01%
1,100
877
$18.3K ﹤0.01%
135
+44
878
$18.2K ﹤0.01%
2,200
879
$18.1K ﹤0.01%
556
+197
880
$18.1K ﹤0.01%
400
+282
881
$18.1K ﹤0.01%
120
+114
882
$17.6K ﹤0.01%
+428
883
$17.6K ﹤0.01%
454
884
$17.5K ﹤0.01%
225
+70
885
$17.4K ﹤0.01%
144
+109
886
$17.4K ﹤0.01%
63
+44
887
$17.1K ﹤0.01%
+576
888
$16.9K ﹤0.01%
528
-650
889
$16.9K ﹤0.01%
400
-2,784
890
$16.9K ﹤0.01%
396
+235
891
$16.8K ﹤0.01%
+192
892
$16.8K ﹤0.01%
70
+10
893
$16.7K ﹤0.01%
11
894
$16.7K ﹤0.01%
240
+2
895
$16.7K ﹤0.01%
77
+73
896
$16.6K ﹤0.01%
585
+582
897
$16.6K ﹤0.01%
79
+27
898
$16.5K ﹤0.01%
501
+436
899
$16.1K ﹤0.01%
45
+15
900
$16K ﹤0.01%
165
34 35
36
37 38