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
1076
$7.91K ﹤0.01%
524
+474
1077
$7.89K ﹤0.01%
+155
1078
$7.87K ﹤0.01%
+221
1079
$7.86K ﹤0.01%
61
+52
1080
$7.82K ﹤0.01%
+68
1081
$7.82K ﹤0.01%
+79
1082
$7.8K ﹤0.01%
+492
1083
$7.8K ﹤0.01%
+347
1084
$7.74K ﹤0.01%
+74
1085
$7.73K ﹤0.01%
+248
1086
$7.68K ﹤0.01%
58
+37
1087
$7.67K ﹤0.01%
+113
1088
$7.65K ﹤0.01%
+92
1089
$7.64K ﹤0.01%
5
-153
1090
$7.54K ﹤0.01%
+36
1091
$7.46K ﹤0.01%
+41
1092
$7.44K ﹤0.01%
70
+66
1093
$7.39K ﹤0.01%
254
+80
1094
$7.39K ﹤0.01%
311
-788
1095
$7.34K ﹤0.01%
126
+87
1096
$7.33K ﹤0.01%
1,149
+933
1097
$7.3K ﹤0.01%
+122
1098
$7.25K ﹤0.01%
+31
1099
$7.21K ﹤0.01%
+38
1100
$7.17K ﹤0.01%
+74
42 43
44
45 46