SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
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 6.95%
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
951
$12.7K ﹤0.01%
76
+38
952
$12.7K ﹤0.01%
277
-730
953
$12.7K ﹤0.01%
32
+16
954
$12.7K ﹤0.01%
26
+15
955
$12.6K ﹤0.01%
341
+197
956
$12.6K ﹤0.01%
+338
957
$12.5K ﹤0.01%
194
+28
958
$12.5K ﹤0.01%
+283
959
$12.4K ﹤0.01%
57
+33
960
$12.4K ﹤0.01%
395
+119
961
$12.4K ﹤0.01%
+319
962
$12.4K ﹤0.01%
64
+54
963
$12.4K ﹤0.01%
+198
964
$12.4K ﹤0.01%
172
+154
965
$12.4K ﹤0.01%
+80
966
$12.3K ﹤0.01%
317
+60
967
$12.3K ﹤0.01%
121
968
$12.3K ﹤0.01%
1,300
+1,184
969
$12.3K ﹤0.01%
+392
970
$12.3K ﹤0.01%
+297
971
$12.3K ﹤0.01%
+311
972
$11.9K ﹤0.01%
+99
973
$11.8K ﹤0.01%
95
+66
974
$11.8K ﹤0.01%
103
+99
975
$11.8K ﹤0.01%
+337
37 38
39
40 41