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
1226
$4.87K ﹤0.01%
+130
1227
$4.87K ﹤0.01%
19
+3
1228
$4.81K ﹤0.01%
44
1229
$4.79K ﹤0.01%
491
-33
1230
$4.78K ﹤0.01%
+132
1231
$4.77K ﹤0.01%
89
+40
1232
$4.77K ﹤0.01%
203
1233
$4.74K ﹤0.01%
+861
1234
$4.74K ﹤0.01%
245
+231
1235
$4.71K ﹤0.01%
+196
1236
$4.69K ﹤0.01%
+35
1237
$4.68K ﹤0.01%
25
+12
1238
$4.68K ﹤0.01%
36
+15
1239
$4.64K ﹤0.01%
+108
1240
$4.63K ﹤0.01%
+70
1241
$4.63K ﹤0.01%
+172
1242
$4.62K ﹤0.01%
+42
1243
$4.6K ﹤0.01%
+62
1244
$4.58K ﹤0.01%
+194
1245
$4.58K ﹤0.01%
+38
1246
$4.57K ﹤0.01%
386
+118
1247
$4.55K ﹤0.01%
+39
1248
$4.55K ﹤0.01%
402
+319
1249
$4.54K ﹤0.01%
+79
1250
$4.54K ﹤0.01%
151
-3
48 49
50
51 52