SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
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 6.96%
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
1176
$5.61K ﹤0.01%
+120
1177
$5.58K ﹤0.01%
14
+2
1178
$5.52K ﹤0.01%
+69
1179
$5.51K ﹤0.01%
225
-576
1180
$5.51K ﹤0.01%
1,249
+956
1181
$5.5K ﹤0.01%
239
-611
1182
$5.49K ﹤0.01%
151
+143
1183
$5.45K ﹤0.01%
+90
1184
$5.45K ﹤0.01%
+119
1185
$5.45K ﹤0.01%
1,500
1186
$5.41K ﹤0.01%
+87
1187
$5.41K ﹤0.01%
101
1188
$5.41K ﹤0.01%
82
+77
1189
$5.4K ﹤0.01%
46
-6
1190
$5.39K ﹤0.01%
53
+37
1191
$5.37K ﹤0.01%
+312
1192
$5.37K ﹤0.01%
1,225
1193
$5.35K ﹤0.01%
57
+51
1194
$5.33K ﹤0.01%
105
1195
$5.33K ﹤0.01%
+120
1196
$5.31K ﹤0.01%
+205
1197
$5.29K ﹤0.01%
66
1198
$5.28K ﹤0.01%
+170
1199
$5.26K ﹤0.01%
194
-135
1200
$5.25K ﹤0.01%
53
+52
46 47
48
49 50