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
1051
$8.62K ﹤0.01%
328
+309
1052
$8.57K ﹤0.01%
+51
1053
$8.54K ﹤0.01%
+398
1054
$8.48K ﹤0.01%
+296
1055
$8.47K ﹤0.01%
412
+104
1056
$8.39K ﹤0.01%
+98
1057
$8.37K ﹤0.01%
+114
1058
$8.36K ﹤0.01%
+133
1059
$8.35K ﹤0.01%
299
+122
1060
$8.33K ﹤0.01%
+91
1061
$8.25K ﹤0.01%
79
+34
1062
$8.24K ﹤0.01%
+109
1063
$8.22K ﹤0.01%
+158
1064
$8.19K ﹤0.01%
35
+8
1065
$8.17K ﹤0.01%
+152
1066
$8.16K ﹤0.01%
+81
1067
$8.15K ﹤0.01%
+234
1068
$8.15K ﹤0.01%
+168
1069
$8.12K ﹤0.01%
+48
1070
$8.11K ﹤0.01%
580
1071
$8.11K ﹤0.01%
+508
1072
$8.09K ﹤0.01%
287
-15
1073
$8.09K ﹤0.01%
204
1074
$8.07K ﹤0.01%
192
-58
1075
$7.92K ﹤0.01%
+114
41 42
43
44 45