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
1376
$3.03K ﹤0.01%
158
-12,093
1377
$3.03K ﹤0.01%
+89
1378
$3.01K ﹤0.01%
+80
1379
$3K ﹤0.01%
+56
1380
$2.98K ﹤0.01%
91
+87
1381
$2.97K ﹤0.01%
10
+9
1382
$2.97K ﹤0.01%
31
+28
1383
$2.95K ﹤0.01%
+48
1384
$2.95K ﹤0.01%
125
+121
1385
$2.94K ﹤0.01%
207
-6,759
1386
$2.92K ﹤0.01%
+218
1387
$2.92K ﹤0.01%
85
+34
1388
$2.92K ﹤0.01%
+229
1389
$2.89K ﹤0.01%
68
+58
1390
$2.83K ﹤0.01%
+126
1391
$2.83K ﹤0.01%
146
-2,175
1392
$2.81K ﹤0.01%
255
-8,561
1393
$2.81K ﹤0.01%
+245
1394
$2.79K ﹤0.01%
255
-16
1395
$2.78K ﹤0.01%
91
+48
1396
$2.77K ﹤0.01%
+30
1397
$2.77K ﹤0.01%
+60
1398
$2.76K ﹤0.01%
+17
1399
$2.76K ﹤0.01%
+86
1400
$2.75K ﹤0.01%
+226
54 55
56
57 58