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
76
$1.61M 0.31%
9,275
+2,671
77
$1.55M 0.3%
13,470
+9,290
78
$1.52M 0.29%
13,942
-242
79
$1.49M 0.29%
4,327
+3,663
80
$1.46M 0.28%
1,925
+238
81
$1.44M 0.28%
15,154
+14,789
82
$1.42M 0.27%
31,289
-11,267
83
$1.38M 0.27%
+16,818
84
$1.37M 0.27%
13,792
-10,417
85
$1.36M 0.26%
9,371
+2,033
86
$1.36M 0.26%
11,957
+3,156
87
$1.34M 0.26%
2,311
+793
88
$1.32M 0.26%
21,802
+7,687
89
$1.32M 0.26%
+80,541
90
$1.32M 0.26%
20,201
-2,490
91
$1.32M 0.26%
+67,823
92
$1.32M 0.26%
4,374
+1,319
93
$1.32M 0.25%
51,834
+6,824
94
$1.31M 0.25%
2,022
+598
95
$1.29M 0.25%
15,829
+2,263
96
$1.28M 0.25%
22,446
+1,353
97
$1.24M 0.24%
46,842
+4,815
98
$1.23M 0.24%
2,440
+926
99
$1.22M 0.24%
1,990
+550
100
$1.21M 0.23%
6,754
+3,101
2 3
4
5 6