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
1101
$7.16K ﹤0.01%
55
1102
$7.14K ﹤0.01%
+111
1103
$7.11K ﹤0.01%
+62
1104
$7.09K ﹤0.01%
11
+10
1105
$7.08K ﹤0.01%
900
+814
1106
$7.07K ﹤0.01%
+60
1107
$7.07K ﹤0.01%
373
-2,077
1108
$7.06K ﹤0.01%
92
+85
1109
$7.04K ﹤0.01%
195
+159
1110
$7.04K ﹤0.01%
+58
1111
$7.02K ﹤0.01%
+240
1112
$6.97K ﹤0.01%
+163
1113
$6.95K ﹤0.01%
+155
1114
$6.86K ﹤0.01%
119
+110
1115
$6.85K ﹤0.01%
1,902
+1,650
1116
$6.83K ﹤0.01%
+175
1117
$6.8K ﹤0.01%
+196
1118
$6.79K ﹤0.01%
+244
1119
$6.76K ﹤0.01%
+26
1120
$6.74K ﹤0.01%
64
+62
1121
$6.74K ﹤0.01%
+96
1122
$6.73K ﹤0.01%
+198
1123
$6.72K ﹤0.01%
+86
1124
$6.67K ﹤0.01%
+22
1125
$6.65K ﹤0.01%
87
43 44
45
46 47