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
1126
$6.63K ﹤0.01%
+117
1127
$6.62K ﹤0.01%
+380
1128
$6.61K ﹤0.01%
+82
1129
$6.59K ﹤0.01%
170
+8
1130
$6.56K ﹤0.01%
+188
1131
$6.55K ﹤0.01%
43
+2
1132
$6.53K ﹤0.01%
65
1133
$6.52K ﹤0.01%
85
+80
1134
$6.51K ﹤0.01%
+45
1135
$6.48K ﹤0.01%
47
+44
1136
$6.47K ﹤0.01%
+398
1137
$6.47K ﹤0.01%
+109
1138
$6.46K ﹤0.01%
58
-2,669
1139
$6.42K ﹤0.01%
168
+156
1140
$6.38K ﹤0.01%
+330
1141
$6.35K ﹤0.01%
287
+275
1142
$6.33K ﹤0.01%
+384
1143
$6.32K ﹤0.01%
+65
1144
$6.28K ﹤0.01%
195
1145
$6.26K ﹤0.01%
125
1146
$6.23K ﹤0.01%
+127
1147
$6.22K ﹤0.01%
+59
1148
$6.2K ﹤0.01%
+171
1149
$6.15K ﹤0.01%
251
+191
1150
$6.13K ﹤0.01%
31
+28
44 45
46
47 48