SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
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
101
$1.21M 0.23%
28,794
-8,043
102
$1.21M 0.23%
25,263
+3,698
103
$1.19M 0.23%
6,637
-114
104
$1.19M 0.23%
4,865
+1,772
105
$1.18M 0.23%
34,926
-322
106
$1.17M 0.23%
9,350
-3,531
107
$1.17M 0.23%
12,302
-4,396
108
$1.17M 0.23%
+2,499
109
$1.14M 0.22%
+24,238
110
$1.14M 0.22%
27,412
+9,341
111
$1.12M 0.22%
18,353
+4,642
112
$1.11M 0.22%
9,827
+4,374
113
$1.1M 0.21%
5,709
-190
114
$1.09M 0.21%
4,070
+301
115
$1.09M 0.21%
8,979
+2,637
116
$1.08M 0.21%
25,037
+7,837
117
$1.07M 0.21%
6,196
+2,049
118
$1.07M 0.21%
+20,104
119
$1.05M 0.2%
+19,837
120
$1.04M 0.2%
1,995
-1,072
121
$1.04M 0.2%
8,304
+4,157
122
$1.04M 0.2%
10,290
+2,619
123
$1.04M 0.2%
20,321
-1,815
124
$1.02M 0.2%
20,609
+1,219
125
$1.02M 0.2%
4,078
+3,973
3 4
5
6 7