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
1201
$5.24K ﹤0.01%
50
+2
1202
$5.23K ﹤0.01%
117
-13
1203
$5.23K ﹤0.01%
108
+53
1204
$5.22K ﹤0.01%
23
1205
$5.2K ﹤0.01%
+55
1206
$5.17K ﹤0.01%
126
+120
1207
$5.16K ﹤0.01%
277
-13
1208
$5.14K ﹤0.01%
+499
1209
$5.14K ﹤0.01%
+158
1210
$5.11K ﹤0.01%
+66
1211
$5.1K ﹤0.01%
98
-228
1212
$5.09K ﹤0.01%
+313
1213
$5.03K ﹤0.01%
+83
1214
$5.02K ﹤0.01%
+12
1215
$5.02K ﹤0.01%
+62
1216
$5.02K ﹤0.01%
+49
1217
$5.01K ﹤0.01%
+111
1218
$5K ﹤0.01%
277
+273
1219
$4.97K ﹤0.01%
+26
1220
$4.97K ﹤0.01%
18
-14
1221
$4.96K ﹤0.01%
54
+3
1222
$4.91K ﹤0.01%
+379
1223
$4.9K ﹤0.01%
115
1224
$4.88K ﹤0.01%
+85
1225
$4.87K ﹤0.01%
62
+37
47 48
49
50 51