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
1001
$10.8K ﹤0.01%
91
+74
1002
$10.8K ﹤0.01%
293
+1
1003
$10.7K ﹤0.01%
+1,260
1004
$10.6K ﹤0.01%
45
+44
1005
$10.5K ﹤0.01%
411
-5,343
1006
$10.3K ﹤0.01%
202
+165
1007
$10.3K ﹤0.01%
227
+217
1008
$10.3K ﹤0.01%
+212
1009
$10.3K ﹤0.01%
83
+35
1010
$10.2K ﹤0.01%
+84
1011
$10.1K ﹤0.01%
+116
1012
$10.1K ﹤0.01%
693
-799
1013
$10K ﹤0.01%
52
+25
1014
$10K ﹤0.01%
610
+296
1015
$10K ﹤0.01%
450
1016
$9.97K ﹤0.01%
101
1017
$9.94K ﹤0.01%
+119
1018
$9.9K ﹤0.01%
41
+38
1019
$9.89K ﹤0.01%
+115
1020
$9.84K ﹤0.01%
20
+11
1021
$9.81K ﹤0.01%
326
-658
1022
$9.67K ﹤0.01%
137
+136
1023
$9.65K ﹤0.01%
+384
1024
$9.5K ﹤0.01%
138
+44
1025
$9.49K ﹤0.01%
250
+31
39 40
41
42 43