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
1026
$9.44K ﹤0.01%
99
+79
1027
$9.39K ﹤0.01%
21
+12
1028
$9.35K ﹤0.01%
63
1029
$9.35K ﹤0.01%
+74
1030
$9.31K ﹤0.01%
+100
1031
$9.28K ﹤0.01%
306
+51
1032
$9.28K ﹤0.01%
3,436
1033
$9.22K ﹤0.01%
471
1034
$9.11K ﹤0.01%
+274
1035
$9.08K ﹤0.01%
85
+62
1036
$9.06K ﹤0.01%
54
-6
1037
$9.03K ﹤0.01%
711
+42
1038
$9.01K ﹤0.01%
21
+17
1039
$8.99K ﹤0.01%
453
+446
1040
$8.89K ﹤0.01%
182
1041
$8.88K ﹤0.01%
+100
1042
$8.87K ﹤0.01%
116
-105
1043
$8.86K ﹤0.01%
+334
1044
$8.86K ﹤0.01%
500
1045
$8.86K ﹤0.01%
+143
1046
$8.77K ﹤0.01%
406
+306
1047
$8.74K ﹤0.01%
255
1048
$8.72K ﹤0.01%
+30
1049
$8.69K ﹤0.01%
21
+14
1050
$8.68K ﹤0.01%
105
40 41
42
43 44