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
1351
$3.35K ﹤0.01%
101
+75
1352
$3.33K ﹤0.01%
18
+17
1353
$3.31K ﹤0.01%
+16
1354
$3.29K ﹤0.01%
117
+110
1355
$3.27K ﹤0.01%
+8
1356
$3.26K ﹤0.01%
+32
1357
$3.25K ﹤0.01%
116
+16
1358
$3.23K ﹤0.01%
+513
1359
$3.23K ﹤0.01%
+106
1360
$3.22K ﹤0.01%
150
+142
1361
$3.2K ﹤0.01%
+42
1362
$3.19K ﹤0.01%
20
+19
1363
$3.17K ﹤0.01%
+54
1364
$3.17K ﹤0.01%
+168
1365
$3.16K ﹤0.01%
71
1366
$3.12K ﹤0.01%
+166
1367
$3.1K ﹤0.01%
115
+57
1368
$3.1K ﹤0.01%
+84
1369
$3.09K ﹤0.01%
+405
1370
$3.08K ﹤0.01%
+201
1371
$3.07K ﹤0.01%
30
-130
1372
$3.07K ﹤0.01%
+81
1373
$3.07K ﹤0.01%
210
1374
$3.06K ﹤0.01%
191
+177
1375
$3.04K ﹤0.01%
+49
53 54
55
56 57