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
976
$11.7K ﹤0.01%
+865
977
$11.7K ﹤0.01%
+60
978
$11.7K ﹤0.01%
+1,000
979
$11.6K ﹤0.01%
675
+441
980
$11.6K ﹤0.01%
230
-136
981
$11.5K ﹤0.01%
+62
982
$11.5K ﹤0.01%
331
+14
983
$11.5K ﹤0.01%
179
-5,331
984
$11.5K ﹤0.01%
+564
985
$11.5K ﹤0.01%
556
+491
986
$11.4K ﹤0.01%
474
+294
987
$11.4K ﹤0.01%
+82
988
$11.4K ﹤0.01%
101
989
$11.4K ﹤0.01%
+131
990
$11.3K ﹤0.01%
135
-408
991
$11.3K ﹤0.01%
+266
992
$11.3K ﹤0.01%
+60
993
$11.3K ﹤0.01%
29
+18
994
$11.3K ﹤0.01%
+129
995
$11.3K ﹤0.01%
237
996
$10.9K ﹤0.01%
257
+104
997
$10.9K ﹤0.01%
1,302
-39
998
$10.9K ﹤0.01%
250
999
$10.9K ﹤0.01%
303
+240
1000
$10.8K ﹤0.01%
+363
38 39
40
41 42