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
1401
$2.74K ﹤0.01%
+96
1402
$2.73K ﹤0.01%
+44
1403
$2.73K ﹤0.01%
+239
1404
$2.72K ﹤0.01%
+62
1405
$2.72K ﹤0.01%
+199
1406
$2.7K ﹤0.01%
43
+8
1407
$2.69K ﹤0.01%
+37
1408
$2.69K ﹤0.01%
+94
1409
$2.69K ﹤0.01%
245
+209
1410
$2.67K ﹤0.01%
+58
1411
$2.67K ﹤0.01%
+54
1412
$2.66K ﹤0.01%
47
+42
1413
$2.66K ﹤0.01%
31
+1
1414
$2.62K ﹤0.01%
22
+20
1415
$2.62K ﹤0.01%
53
1416
$2.59K ﹤0.01%
+19
1417
$2.58K ﹤0.01%
+15
1418
$2.55K ﹤0.01%
+116
1419
$2.54K ﹤0.01%
+105
1420
$2.54K ﹤0.01%
+11
1421
$2.5K ﹤0.01%
+150
1422
$2.5K ﹤0.01%
+94
1423
$2.5K ﹤0.01%
6
-1
1424
$2.5K ﹤0.01%
+24
1425
$2.5K ﹤0.01%
+160
55 56
57
58 59