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
1301
$3.88K ﹤0.01%
+37
1302
$3.88K ﹤0.01%
55
-18
1303
$3.86K ﹤0.01%
89
+72
1304
$3.85K ﹤0.01%
+174
1305
$3.84K ﹤0.01%
+237
1306
$3.83K ﹤0.01%
52
+32
1307
$3.8K ﹤0.01%
15
+14
1308
$3.8K ﹤0.01%
+625
1309
$3.78K ﹤0.01%
214
+161
1310
$3.78K ﹤0.01%
+423
1311
$3.75K ﹤0.01%
+27
1312
$3.74K ﹤0.01%
21
+18
1313
$3.73K ﹤0.01%
+223
1314
$3.72K ﹤0.01%
+174
1315
$3.72K ﹤0.01%
+37
1316
$3.71K ﹤0.01%
+328
1317
$3.71K ﹤0.01%
+135
1318
$3.7K ﹤0.01%
+90
1319
$3.7K ﹤0.01%
+245
1320
$3.65K ﹤0.01%
20
1321
$3.65K ﹤0.01%
39
1322
$3.65K ﹤0.01%
+266
1323
$3.63K ﹤0.01%
187
+179
1324
$3.63K ﹤0.01%
44
+40
1325
$3.61K ﹤0.01%
141
-53
51 52
53
54 55