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
901
$15.8K ﹤0.01%
100
902
$15.7K ﹤0.01%
2,000
903
$15.7K ﹤0.01%
+183
904
$15.6K ﹤0.01%
158
905
$15.5K ﹤0.01%
561
+550
906
$15.4K ﹤0.01%
601
-21
907
$15.3K ﹤0.01%
165
908
$15.2K ﹤0.01%
287
+200
909
$15.2K ﹤0.01%
+386
910
$15.2K ﹤0.01%
142
+131
911
$15K ﹤0.01%
210
912
$14.9K ﹤0.01%
269
-60,117
913
$14.6K ﹤0.01%
848
+744
914
$14.6K ﹤0.01%
+82
915
$14.6K ﹤0.01%
78
-1,457
916
$14.6K ﹤0.01%
1,051
+1,044
917
$14.6K ﹤0.01%
133
+44
918
$14.5K ﹤0.01%
150
-8
919
$14.3K ﹤0.01%
26
-21
920
$14.3K ﹤0.01%
+250
921
$14.1K ﹤0.01%
+55
922
$14.1K ﹤0.01%
66
+5
923
$14K ﹤0.01%
104
+66
924
$13.9K ﹤0.01%
+102
925
$13.9K ﹤0.01%
72
+37
35 36
37
38 39