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
1151
$6.13K ﹤0.01%
+109
1152
$6.11K ﹤0.01%
450
1153
$6.11K ﹤0.01%
+438
1154
$6.09K ﹤0.01%
145
+86
1155
$6.06K ﹤0.01%
16
+15
1156
$6.06K ﹤0.01%
+947
1157
$6.05K ﹤0.01%
19
+17
1158
$6.04K ﹤0.01%
+136
1159
$6.04K ﹤0.01%
+44
1160
$6.03K ﹤0.01%
+312
1161
$6K ﹤0.01%
+25
1162
$5.99K ﹤0.01%
46
+44
1163
$5.94K ﹤0.01%
41
+31
1164
$5.93K ﹤0.01%
+437
1165
$5.92K ﹤0.01%
115
+96
1166
$5.89K ﹤0.01%
+109
1167
$5.88K ﹤0.01%
43
+38
1168
$5.84K ﹤0.01%
+67
1169
$5.83K ﹤0.01%
+48
1170
$5.8K ﹤0.01%
48
+47
1171
$5.8K ﹤0.01%
+43
1172
$5.73K ﹤0.01%
+62
1173
$5.72K ﹤0.01%
77
-2,944
1174
$5.7K ﹤0.01%
+171
1175
$5.66K ﹤0.01%
+93
45 46
47
48 49