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
1276
$4.21K ﹤0.01%
58
+57
1277
$4.17K ﹤0.01%
+71
1278
$4.17K ﹤0.01%
350
-468
1279
$4.16K ﹤0.01%
352
+211
1280
$4.15K ﹤0.01%
+28
1281
$4.15K ﹤0.01%
+61
1282
$4.14K ﹤0.01%
+266
1283
$4.12K ﹤0.01%
+47
1284
$4.09K ﹤0.01%
51
+49
1285
$4.06K ﹤0.01%
21
+18
1286
$4.03K ﹤0.01%
+61
1287
$4.01K ﹤0.01%
+129
1288
$4K ﹤0.01%
+81
1289
$4K ﹤0.01%
+231
1290
$4K ﹤0.01%
+202
1291
$3.98K ﹤0.01%
163
+14
1292
$3.97K ﹤0.01%
+66
1293
$3.97K ﹤0.01%
+223
1294
$3.96K ﹤0.01%
57
+45
1295
$3.95K ﹤0.01%
+72
1296
$3.95K ﹤0.01%
+9
1297
$3.95K ﹤0.01%
+266
1298
$3.92K ﹤0.01%
+148
1299
$3.92K ﹤0.01%
+100
1300
$3.89K ﹤0.01%
+62
50 51
52
53 54