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
1251
$4.54K ﹤0.01%
+246
1252
$4.53K ﹤0.01%
+29
1253
$4.52K ﹤0.01%
+182
1254
$4.52K ﹤0.01%
+29
1255
$4.52K ﹤0.01%
+250
1256
$4.5K ﹤0.01%
2,850
+2,100
1257
$4.5K ﹤0.01%
+161
1258
$4.47K ﹤0.01%
163
+145
1259
$4.45K ﹤0.01%
+58
1260
$4.44K ﹤0.01%
107
-18
1261
$4.44K ﹤0.01%
+89
1262
$4.42K ﹤0.01%
+23
1263
$4.38K ﹤0.01%
208
+15
1264
$4.37K ﹤0.01%
+74
1265
$4.36K ﹤0.01%
140
+139
1266
$4.35K ﹤0.01%
+231
1267
$4.34K ﹤0.01%
+30
1268
$4.29K ﹤0.01%
282
+176
1269
$4.26K ﹤0.01%
40
+35
1270
$4.26K ﹤0.01%
+272
1271
$4.24K ﹤0.01%
+172
1272
$4.23K ﹤0.01%
+82
1273
$4.22K ﹤0.01%
+35
1274
$4.22K ﹤0.01%
110
1275
$4.21K ﹤0.01%
+115
49 50
51
52 53