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
926
$13.9K ﹤0.01%
216
927
$13.7K ﹤0.01%
+453
928
$13.6K ﹤0.01%
242
+44
929
$13.6K ﹤0.01%
+311
930
$13.6K ﹤0.01%
467
931
$13.4K ﹤0.01%
270
-156
932
$13.4K ﹤0.01%
129
-25
933
$13.4K ﹤0.01%
26
+11
934
$13.3K ﹤0.01%
464
+278
935
$13.3K ﹤0.01%
+38
936
$13.3K ﹤0.01%
+150
937
$13.2K ﹤0.01%
+21
938
$13.2K ﹤0.01%
332
+291
939
$13.2K ﹤0.01%
321
-1,115
940
$13.1K ﹤0.01%
234
+185
941
$13K ﹤0.01%
98
+48
942
$13K ﹤0.01%
208
+61
943
$13K ﹤0.01%
+154
944
$13K ﹤0.01%
+481
945
$12.9K ﹤0.01%
359
+345
946
$12.9K ﹤0.01%
+195
947
$12.8K ﹤0.01%
+171
948
$12.8K ﹤0.01%
80
+18
949
$12.8K ﹤0.01%
190
+39
950
$12.8K ﹤0.01%
+202
36 37
38
39 40