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
1326
$3.6K ﹤0.01%
+168
1327
$3.59K ﹤0.01%
51
+20
1328
$3.57K ﹤0.01%
23
+22
1329
$3.57K ﹤0.01%
+123
1330
$3.57K ﹤0.01%
128
+124
1331
$3.56K ﹤0.01%
180
+170
1332
$3.55K ﹤0.01%
+233
1333
$3.55K ﹤0.01%
226
+213
1334
$3.53K ﹤0.01%
+45
1335
$3.51K ﹤0.01%
75
+69
1336
$3.5K ﹤0.01%
+107
1337
$3.49K ﹤0.01%
68
+64
1338
$3.49K ﹤0.01%
+19
1339
$3.48K ﹤0.01%
+159
1340
$3.48K ﹤0.01%
47
+42
1341
$3.48K ﹤0.01%
36
+11
1342
$3.44K ﹤0.01%
+59
1343
$3.42K ﹤0.01%
43
+16
1344
$3.42K ﹤0.01%
+38
1345
$3.42K ﹤0.01%
100
+3
1346
$3.42K ﹤0.01%
+36
1347
$3.37K ﹤0.01%
55
-55
1348
$3.37K ﹤0.01%
+217
1349
$3.36K ﹤0.01%
+34
1350
$3.36K ﹤0.01%
+15
52 53
54
55 56